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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $11,282 |
Service code 15 · EIN 35-6253328 | Recordkeeping | $7,861 |
MCM CPAS & ADVISORS LLP3 years Service code 10 · EIN 27-1235638 | Accounting | $6,925 |
Service code 29 429 E. VERMONT STREET, STE 200 · INDIANAPOLIS, IN 46202 | Legal | $1,018 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $150 |
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 | $120,737-100.0% | $91,826-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.0%-43.0pp |
| Annual return | 126.23% | 4.61%+121.6pp | 793.01%-666.8pp | 259.14%-132.9pp |
| Employer contribution / active EE | $0 | $40,806-100.0% | $27,004-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,546-100.0% |