| 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 (securities); Custodial (ot... | $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 | $156,986-100.0% | $121,214-100.0% | $139,500-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 8.13% | 1477.67%-1469.5pp | 987.67%-979.5pp | 373.99%-365.9pp |
| Employer contribution / active EE | $0 | $5,547-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,850-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,410-100.0% |