| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT6+ years Filed as: SUNLIFE OF CANADA Service code 15 | Recordkeeping | $709,616 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 18 | Custodial (securities); Custodial (ot... | $26,827 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $181,082 | $185,245-2.2% | $142,908+26.7% | $167,560+8.1% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 28.86% | 8559.33%-8530.5pp | 5640.16%-5611.3pp | 478.94%-450.1pp |
| Employer contribution / active EE | $0 | $5,608-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $479 | $8,032-94.0% | $6,560-92.7% | $12,317-96.1% |