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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY2+ years Service code 28 · EIN 06-6033492 | Investment Management | $16,538 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 99 · EIN 20-4751585 | Other Fees | $0 |
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Employer contribution per participant 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 | $0 | $52,729-100.0% | $442,730-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 12.6%-12.6pp |
| Annual return | 5.86% | 4.89%+1.0pp | 4.72%+1.1pp | 4.56%+1.3pp |
| Employer contribution / active EE | $0 | $13,673-100.0% | $30,821-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $0 | $113-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $2,146-100.0% | $1,711-100.0% |