| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA LIFE INSURANCE CO. Service code 12 · EIN 06-6033492 | Claims processing | $101,684 |
KILPATRICK TOWNSEND1+ years Service code 22 · EIN 58-0511774 | Insurance Broker | $37,333 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $6,162 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -1.55% | -1.23%-0.3pp | -3.43%+1.9pp | 1.67%-3.2pp |
| Employer contribution / active EE | $21,661 | $11,541+87.7% | $25,607-15.4% | $10,506+106.2% |
| Participant deferral / active EE | $1,855 | $1,138+63.0% | $77+2295.9% | $1,562+18.8% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |