| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETNA LIFE INSURANCE CO. Service code 12 · EIN 06-6033492 | Claims processing | $129,329 |
KILPATRICK TOWNSEND2+ years Service code 22 · EIN 58-0511774 | Insurance Broker | $25,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.06% | 17.94%-11.9pp | 5.44%+0.6pp | 7.18%-1.1pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $1,084 | $388+179.5% | $65+1569.6% | $385+181.7% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |