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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT9+ years Filed as: SUNLIFE OF CANADA Service code 15 | Recordkeeping | $673,485 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 18 | Custodial (securities); Custodial (ot... | $24,414 |
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 | $169,361-100.0% | $129,397-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 9.36% | 14395.54%-14386.2pp | 9453.98%-9444.6pp | 551.28%-541.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |