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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY2 years Filed as: AETNA Service code 15 · EIN 06-6033492 151 FARMINGTON AVE · HARTFORD, CT 061569260 | Recordkeeping | $46,048 |
THE SEGAL COMPANY3+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $36,596 |
JACKSON LEWIS P.C.3+ years Filed as: JACKSON LEWIS Service code 29 · EIN 13-1863997 | Legal | $17,366 |
BPS&M2 years Service code 17 5301 VIRGINIA WAY STE 400 · BRENTWOOD, TN 37027 | Pension Consulting | $15,250 |
Filed as: CAPTRUST Service code 17 | Pension Consulting | $13,948 |
FISCHER DORWART, P.C.3+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $10,325 |
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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 | $25,472-100.0% | $308,850-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 48.5%-48.5pp | 11.3%-11.3pp |
| Annual return | 2.07% | 9.27%-7.2pp | 14.41%-12.3pp | 10.41%-8.3pp |
| Employer contribution / active EE | $18,068 | $15,826+14.2% | $45,283-60.1% | $14,691+23.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $125-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,941-100.0% | $2,646-100.0% |