| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 1 IRON STREET · BOSTON, MA 02210 | Investment Management | $109,898 |
AETNA LIFE INSURANCE COMPANY2 years Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Claims processing; Other services | $97,876 |
Service code 14 · EIN 54-1987297 701 SCARBORO ROAD · OAK RIDGE, TN 37830 | Plan Administrator | $40,054 |
THOMPSON & KNIGHT LLP2 years Service code 28 · EIN 75-2813604 1722 ROUTH STREET SUITE 1500 · DALLAS, TX 75201 | Investment Management | $36,009 |
Filed as: MARATHON ASSET MANGEMENT Service code 25 · EIN 61-6506892 1 BRYANT PARK 38 · NEW YORK, NY 10036 | Directed Trustee | $25,868 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK, TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 1100 PEACHTRESS STREET NE SUITE 280 · ATLANTA, GA 30309 | Legal | $11,030 |
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 39.51% | 221.56%-182.1pp | 29.77%+9.7pp | 53.27%-13.8pp |
| Employer contribution / active EE | $11,692 | $12,096-3.3% | $33,607-65.2% | $14,774-20.9% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |