| Provider | Service type | Compensation |
|---|---|---|
Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 | Claims processing | $74,715 |
KILPATRICK TOWNSEND1 year Service code 29 · EIN 58-0511774 | Legal | $25,752 |
THOMPSON & KNIGHT LLP1 year Service code 28 · EIN 75-2813604 | Investment Management | $13,318 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | 2.30% | 7.01%-4.7pp | 12.68%-10.4pp | 0.19%+2.1pp |
| Employer contribution / active EE | $12,402 | $12,638-1.9% | $22,860-45.7% | $13,763-9.9% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |