Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $44,361 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS Service code 11 · EIN 04-3015875 | Actuarial | $38,863 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $28,478 |
FEELEY & DRISCOLL, PC2+ years Filed as: FEELEY & DRISCOLL Service code 10 · EIN 04-2684828 | Accounting | $7,000 |
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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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 4.60% | 45.66%-41.1pp | 5.00%-0.4pp | 11.88%-7.3pp |
| Employer contribution / active EE | $14,234 | $9,637+47.7% | $35,918-60.4% | $14,612-2.6% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |