| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 1 LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $38,882 |
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 | $14,327 |
THOMPSON & KNIGHT LLP2 years Service code 28 · EIN 75-2813604 1722 ROUTH STREET SUITE 1500 · DALLAS, TX 75201 | Investment Management | $14,206 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK, TOWNSEND & STOCKTON, LL Service code 29 · EIN 58-0511774 110 PEACHTREE STREET NE SUITE 2800 · ATLANTA, GA 303094528 | Legal | $9,997 |
Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 61-6506892 1 BRYANT PARK 38 · NEW YORK, NY 10036 | Investment Management | $9,148 |
Filed as: BADCOCK & WILCOX TECHNICAL Service code 14 · EIN 54-1987297 701 SCARBORO ROAD · OAK RIDGE, TN 37830 | Plan Administrator | $7,025 |
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 46.26% | 15.60%+30.7pp | 29.77%+16.5pp | 16.32%+29.9pp |
| Employer contribution / active EE | $23,333 | $11,838+97.1% | $33,607-30.6% | $17,007+37.2% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |