Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY4+ years Service code 51 · EIN 06-6033492 | Investment Mgmt Fees | $31,991 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 4.29% | 12.80%-8.5pp | 29.77%-25.5pp | 13.59%-9.3pp |
| Employer contribution / active EE | $45,918 | $11,862+287.1% | $33,607+36.6% | $14,592+214.7% |
| Participant deferral / active EE | $1,994 | $86+2225.4% | $96+1974.4% | $67+2879.6% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |