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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT8+ years Filed as: SUNLIFE OF CANADA Service code 15 | Recordkeeping | $655,027 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 18 | Custodial (other than securities); Cu... | $25,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $156,927-100.0% | $121,169-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 8.13% | 1475.85%-1467.7pp | 986.71%-978.6pp | 373.45%-365.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |