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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY2+ years Service code 52 · EIN 06-6033492 | Indirect Investment Fees | $44,974 |
US BANK2+ years Filed as: US BANK & TRUST COMPANY Service code 51 · EIN 31-0841368 | Investment Mgmt Fees | $11,097 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 0.25% | 12.40%-12.2pp | 10.16%-9.9pp | 23.90%-23.6pp |
| Employer contribution / active EE | $18,102 | $8,748+106.9% | $33,192-45.5% | $16,539+9.4% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |