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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AETNA Service code 15 · EIN 06-6033492 151 FARMINGTON AVE · HARTFORD, CT 061569260 | Recordkeeping | $49,023 |
THE SEGAL COMPANY2+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $38,704 |
JACKSON LEWIS P.C.2+ years Filed as: JACKSON LEWIS Service code 29 · EIN 13-1863997 | Legal | $10,669 |
FISCHER DORWART, P.C.2+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $10,125 |
BPS&M1 year Service code 17 5301 VIRGINIA WAY STE 400 · BRENTWOOD, TN 37027 | Pension Consulting | $7,600 |
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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 | $29,685-100.0% | $264,156-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 18.4%-18.4pp | 45.6%-45.6pp | 12.6%-12.6pp |
| Annual return | 4.14% | 4.97%-0.8pp | 4.74%-0.6pp | 4.56%-0.4pp |
| Employer contribution / active EE | $16,504 | $17,970-8.2% | $46,220-64.3% | $15,526+6.3% |
| Participant deferral / active EE | $0 | $141-100.0% | $248-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $12,050-100.0% | $1,711-100.0% |