| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 45-4482782 P.O. BOX 2115 · OAK RIDGE, TN 37830 | Plan Administrator | $201,952 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT INC Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE SUITE 800 · CHICACO, IL 60606 | Investment Management | $92,237 |
AETNA LIFE INSURANCE COMPANY3 years Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 151 FARMINGTON AVE · HARTFORD, CT 06156 | Claims processing | $89,350 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK STOCKTON LLP Service code 29 · EIN 58-0511774 1100 PEACHTREE STREET NE SUITE 2800 · ATLANTA, GA 303094528 | Legal | $17,105 |
NORTHERN TRUST COMPANY2 years Service code 25 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICACO, IL 606031008 | Directed Trustee | $16,285 |
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 19.70% | 13.15%+6.6pp | -2.84%+22.5pp | 11.45%+8.2pp |
| Employer contribution / active EE | $22,103 | $23,714-6.8% | $33,329-33.7% | $17,219+28.4% |
| Participant deferral / active EE | $1,252 | $352+255.2% | $51+2350.4% | $357+251.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |