| Provider | Service type | Compensation |
|---|---|---|
BABCOCK & WILCOX TECHNICAL3 years Service code 14 · EIN 54-1987297 701 SCARBORO ROAD · OAK RIDGE, TN 37830 | Plan Administrator | $341,279 |
NORTHERN TRUST COMPANY3 years Service code 25 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICACO, IL 606031008 | Directed Trustee | $130,663 |
AETNA LIFE INSURANCE COMPANY4 years Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 151 FARMINGTON AVE · HARTFORD, CT 06156 | Claims processing | $86,589 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MGMT INC Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE SUITE 800 · CHICACO, IL 60606 | Investment Management | $83,560 |
KILPATRICK TOWNSEND2 years Filed as: KILPATRICK STOCKTON LLP Service code 29 · EIN 58-0511774 1100 PEACHTREE STREET NE SUITE 2800 · ATLANTA, GA 303094528 | Legal | $21,715 |
Filed as: STATE STREET BANK & TRUST Service code 28 · EIN 20-2721676 1 LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $5,598 |
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 7.21% | 8.91%-1.7pp | 7.32%-0.1pp | 13.24%-6.0pp |
| Employer contribution / active EE | $29,798 | $13,306+123.9% | $23,426+27.2% | $14,616+103.9% |
| Participant deferral / active EE | $1,190 | $563+111.3% | $107+1009.8% | $830+43.4% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |