| Provider | Service type | Compensation |
|---|---|---|
KILPATRICK TOWNSEND2+ years Filed as: KIRKPATRICK TOWNSEND Service code 22 · EIN 58-0511774 | Insurance Broker | $21,697 |
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETNA LIFE INSURANCE CO. Service code 12 · EIN 06-6033492 | Claims processing | $20,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 5.59% | 16.85%-11.3pp | 5.44%+0.2pp | 11.88%-6.3pp |
| Employer contribution / active EE | $22,321 | $10,313+116.4% | $25,481-12.4% | $14,612+52.8% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |