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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT10+ years Filed as: SUNLIFE OF CANADA Service code 15 | Recordkeeping | $729,773 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 18 | Custodial (securities); Custodial (ot... | $23,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,529-100.0% | $130,788-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 14.54% | 510.48%-495.9pp | 386.44%-371.9pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |