| Provider | Service type | Compensation |
|---|---|---|
KILPATRICK TOWNSEND3+ years Filed as: KIRKPATRICK TOWNSEND Service code 22 · EIN 58-0511774 | Insurance Broker | $25,157 |
AETNA LIFE INSURANCE COMPANY3+ years Filed as: AETNA LIFE INSURANCE CO. Service code 12 · EIN 06-6033492 | Claims processing | $17,628 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 15.16% | 22.74%-7.6pp | 16.78%-1.6pp | 13.95%+1.2pp |
| Employer contribution / active EE | $37,267 | $16,157+130.7% | $26,328+41.5% | $16,598+124.5% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |