Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $48,872 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS Service code 11 · EIN 04-3015875 | Actuarial | $40,396 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $17,895 |
FEELEY & DRISCOLL, PC1+ years Filed as: FEELEY & DRISCOLL Service code 10 · EIN 04-2684828 | Accounting | $11,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -3.32% | -2.03%-1.3pp | -2.01%-1.3pp | 2.81%-6.1pp |
| Employer contribution / active EE | $11,624 | $9,185+26.5% | $34,453-66.3% | $16,358-28.9% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |