| 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 (other than securities); Cu... | $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 | $234,190-100.0% | $180,320-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.5%-71.5pp | 82.4%-82.4pp |
| Annual return | 14.54% | 1057.44%-1042.9pp | 778.54%-764.0pp | 202.70%-188.2pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |