| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 45-4482782 P.O. BOX 2115 · OAK RIDGE, TN 37831 | Plan Administrator | $176,567 |
AETNA LIFE INSURANCE COMPANY3 years Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Claims processing | $90,563 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT INC Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE SUITE 800 · CHICAGO, IL 60606 | Investment Management | $56,773 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK STOCKTON LLP Service code 29 · EIN 58-0511774 1100 PEACHTRESS STREET NE SUITE 280 · ATLANTA, GA 30309 | Legal | $17,105 |
NORTHERN TRUST COMPANY1 year Service code 25 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $10,627 |
THOMPSON & KNIGHT LLP3 years Service code 28 · EIN 75-2813604 1722 ROUTH STREET SUITE 1500 · DALLAS, TX 75201 | Investment Management | $5,273 |
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 21.10% | 13.15%+8.0pp | -2.84%+23.9pp | 11.45%+9.6pp |
| Employer contribution / active EE | $9,935 | $23,714-58.1% | $33,329-70.2% | $17,219-42.3% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |