Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS Service code 11 · EIN 04-3015875 | Actuarial | $47,263 |
AETNA LIFE INSURANCE COMPANY4+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $37,149 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $23,582 |
SAMET & COMPANY PC1 year Filed as: SAMET & COMPANY, P.C. Service code 10 · EIN 04-3027605 | Accounting | $9,500 |
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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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -8.90% | -2.51%-6.4pp | -102.04%+93.1pp | -0.69%-8.2pp |
| Employer contribution / active EE | $11,391 | $11,346+0.4% | $36,232-68.6% | $16,786-32.1% |
| Participant deferral / active EE | $0 | $324-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |