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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY5+ years Service code 51 · EIN 06-6033492 | Investment Mgmt Fees | $37,694 |
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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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 1.13% | 9.93%-8.8pp | -2.84%+4.0pp | 9.29%-8.2pp |
| Employer contribution / active EE | $35,714 | $11,565+208.8% | $33,329+7.2% | $15,168+135.5% |
| Participant deferral / active EE | $1,050 | $67+1461.5% | $51+1955.3% | $67+1462.7% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |