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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $13,681 |
Service code 15 · EIN 35-6253328 | Recordkeeping | $7,913 |
MCM CPAS & ADVISORS LLP1 year Service code 10 · EIN 27-1235638 | Accounting | $6,600 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $192 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | 61.84% | -0.75%+62.6pp | 4.36%+57.5pp | -82.66%+144.5pp |
| Employer contribution / active EE | $0 | $45,586-100.0% | $27,383-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |