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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY3 years Filed as: AETNA LIFE INSURANCE COMANY Service code 12 · EIN 06-6033492 151 FARMINGTON AVE · HARTFORD, CT 061569260 | Claims processing; Custodial (securit... | $184,970 |
THE SEGAL COMPANY4+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $55,300 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 17 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Pension Consulting | $25,275 |
FINDLEY1 year Filed as: FINDLEY INC. Service code 17 475 N. MARTINGALE RD, 900 · SCHAUMBURG, IL 60173 | Pension Consulting | $22,304 |
FISCHER DORWART, P.C.4+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $10,675 |
BPS&M3 years Service code 17 5301 VIRGINIA WAY · BRENTWOOD, TN 37027 | Pension Consulting | $6,768 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | 1.54% | -2.83%+4.4pp | 12.68%-11.1pp | 10.56%-9.0pp |
| Employer contribution / active EE | $73,290 | $11,770+522.7% | $22,860+220.6% | $13,643+437.2% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |