| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 54-1987297 70 SCARBORO ROAD · OAK RIDGE, TN 37830 | Plan Administrator | $124,574 |
NORTHERN TRUST COMPANY1 year Service code 25 · EIN 36-1561860 500 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $26,258 |
KILPATRICK TOWNSEND2 years Filed as: KILPATRICK STOCKTON, LLP Service code 29 · EIN 58-0511774 110 PEACHTREE STREET NE SUITE 2800 · ATLANTA, GA 303094528 | Legal | $21,714 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MGMT INC Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE SUITE 800 · CHICAGO, IL 60606 | Investment Management | $19,233 |
AETNA LIFE INSURANCE COMPANY4 years Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Claims processing | $14,818 |
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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 8.08% | 8.91%-0.8pp | 7.32%+0.8pp | 11.84%-3.8pp |
| Employer contribution / active EE | $25,225 | $8,713+189.5% | $23,426+7.7% | $17,339+45.5% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |