| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 1 IRON STREET · BOSTON, MA 02210 | Investment Management | $199,035 |
AETNA LIFE INSURANCE COMPANY2 years Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 151 FARMINGTON AVE · HARTFORD, CT 06156 | Claims processing | $91,092 |
Service code 14 · EIN 54-1987297 701 SCARBORO ROAD · OAK RIDGE, TN 37830 | Plan Administrator | $47,606 |
Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 61-6506892 1 BRYANT PARK 38 · NEW YORK, NY 10036 | Investment Management | $47,461 |
THOMPSON & KNIGHT LLP2 years Service code 28 · EIN 75-2813604 1772 ROUTH STREET SUITE 1500 · DALLAS, TX 75201 | Investment Management | $15,006 |
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 | $11,081 |
NORTHERN TRUST COMPANY1 year Service code 25 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICACO, IL 606031008 | Directed Trustee | $6,581 |
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 44.89% | 221.56%-176.7pp | 29.77%+15.1pp | 53.27%-8.4pp |
| Employer contribution / active EE | $19,134 | $12,096+58.2% | $33,607-43.1% | $14,774+29.5% |
| Participant deferral / active EE | $1,233 | $286+330.9% | $96+1182.2% | $1,259-2.1% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |