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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $11,706 |
Service code 15 · EIN 35-6253328 | Recordkeeping | $8,533 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT ADVISORY LLC Service code 10 · EIN 88-2730877 | Accounting | $5,145 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 107.17% | 3.77%+103.4pp | 6.70%+100.5pp | 13.05%+94.1pp |
| Employer contribution / active EE | $0 | $35,643-100.0% | $25,177-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |