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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $153,851 |
NYHART8 years Service code 11 · EIN 35-0966414 | Actuarial | $139,127 |
CLEAR INVESTMENT RESEARCH, LLC10+ years Service code 27 · EIN 46-3868027 | Advisory (Plan) | $131,235 |
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Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 1.02% | 8.76%-7.7pp | 6.89%-5.9pp | 8.76%-7.7pp |
| Employer contribution / active EE | $0 | $16,664-100.0% | $43,868-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $44-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |