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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY1+ years Service code 52 · EIN 06-6033492 | Indirect Investment Fees | $31,491 |
US BANK1+ years Filed as: US BANK & TRUST COMPANY Service code 51 · EIN 31-0841368 | Investment Mgmt Fees | $10,098 |
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Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 5.68% | 5.09%+0.6pp | 5.00%+0.7pp | 7.18%-1.5pp |
| Employer contribution / active EE | $6,099 | $7,393-17.5% | $35,918-83.0% | $13,095-53.4% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |