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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY4 years Filed as: AETNA LIFE INSURANCE COMANY Service code 12 · EIN 06-6033492 | Custodial (securities); Claims proces... | $182,026 |
THE SEGAL COMPANY5+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $62,190 |
FINDLEY2 years Filed as: FINDLEY INC. Service code 17 475 N MARTINGDALE RD, 900 · SCHAUMBURG, IL 60173 | Pension Consulting | $27,072 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 17 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Pension Consulting | $21,221 |
FISCHER DORWART, P.C.5+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $11,025 |
MORGAN LEWIS1 year Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $5,362 |
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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.
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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 5.99% | 12.80%-6.8pp | 29.77%-23.8pp | 13.59%-7.6pp |
| Employer contribution / active EE | $92,845 | $11,862+682.7% | $33,607+176.3% | $14,592+536.3% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |