| Provider | Service type | Compensation |
|---|---|---|
THOMPSON & KNIGHT LLP1 year Service code 28 · EIN 75-2813604 | Investment Management | $13,080 |
KILPATRICK TOWNSEND1 year Filed as: KILKPATRICK TOWNSEND Service code 29 · EIN 58-0511774 | Legal | $9,642 |
Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 | Claims processing | $8,974 |
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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -5.04% | -2.68%-2.4pp | 12.68%-17.7pp | -0.69%-4.4pp |
| Employer contribution / active EE | $12,500 | $18,045-30.7% | $22,860-45.3% | $16,786-25.5% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |