| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 45-4482782 P.O. BOX 2115 · OAK RIDGE, TN 37830 | Plan Administrator | $224,780 |
LEGAL & GENERAL INVESTMENT3 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 | $92,375 |
AETNA LIFE INSURANCE COMPANY5 years Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 151 FARMINGTON AVE · HARTFORD, CT 06156 | Claims processing | $84,244 |
KILPATRICK TOWNSEND3 years Filed as: KILPATRICK STOCKTON LLP Service code 29 · EIN 58-0511774 1100 PEACHTREE STREET NE SUITE 2800 · ATLANTA, GA 303094528 | Legal | $46,322 |
NORTHERN TRUST COMPANY4 years Service code 25 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICACO, IL 606031008 | Directed Trustee | $13,811 |
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -21.54% | 1.88%-23.4pp | -5.12%-16.4pp | 2.78%-24.3pp |
| Employer contribution / active EE | $8,688 | $8,732-0.5% | $31,020-72.0% | $15,276-43.1% |
| Participant deferral / active EE | $1,294 | $482+168.6% | $101+1182.3% | $691+87.2% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |