| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT1+ years Filed as: SUNLIFE OF CANADA Service code 15 | Recordkeeping | $567,151 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 18 | Custodial (other than securities); Cu... | $25,489 |
BREDHOFF & KAISER1+ years Service code 29 805 FIFTEENTH STREET, NW · WASHINGTON, DC 20005 | Legal | $16,592 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,793 | $38,969+204.8% | $109,313+8.7% | $55,167+115.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.3%+28.7pp | 69.0%+31.0pp |
| Annual return | 1.68% | 8.26%-6.6pp | 22.07%-20.4pp | 169.23%-167.5pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $3,166-100.0% | $3,054-100.0% |
| Admin fee / account holder | $351 | $501-30.0% | $5,666-93.8% | $504-30.4% |