| Provider | Service type | Compensation |
|---|---|---|
Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 | Claims processing | $55,156 |
KILPATRICK TOWNSEND4+ years Service code 29 · EIN 58-0511774 | Legal | $18,816 |
THOMPSON & KNIGHT LLP1 year Service code 28 · EIN 75-2813604 | Investment Management | $13,121 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -4.89% | 7.01%-11.9pp | 12.68%-17.6pp | 0.19%-5.1pp |
| Employer contribution / active EE | $11,101 | $12,638-12.2% | $22,860-51.4% | $13,763-19.3% |
| Participant deferral / active EE | $1,151 | $554+107.8% | $123+836.9% | $804+43.2% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |