| Provider | Service type | Compensation |
|---|---|---|
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK TOWNSEND STOCKTON, LLP Service code 29 · EIN 58-0511774 1100 PEACHTREE STREET NE SUITE 2800 · ATLANTA, GA 303094528 | Legal | $46,377 |
LEGAL & GENERAL INVESTMENT3 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 | $20,424 |
AETNA LIFE INSURANCE COMPANY5 years Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Claims processing | $15,153 |
Service code 14 · EIN 45-4482782 P.O. BOX 2115 · OAK RIDGE, TN 37830 | Plan Administrator | $14,140 |
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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -21.43% | -15.55%-5.9pp | -5.12%-16.3pp | 39.82%-61.2pp |
| Employer contribution / active EE | $12,600 | $14,317-12.0% | $31,020-59.4% | $19,980-36.9% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |