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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY4 years Filed as: AETNA Service code 15 · EIN 06-6033492 151 FARMINGTON AVE · HARTFORD, CT 061569260 | Recordkeeping | $46,436 |
THE SEGAL COMPANY5+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $28,967 |
FISCHER DORWART, P.C.5+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $11,025 |
JACKSON LEWIS P.C.5+ years Filed as: JACKSON LEWIS Service code 29 · EIN 13-1863997 | Legal | $8,051 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 17 4208 SIX FORKS ROAD, 1700 · RALEIGH, NC 27609 | Pension Consulting | $7,874 |
FINDLEY2 years Filed as: FINDLEY, INC. Service code 17 475 N. MARTINGALE RD, 900 · SCHAUMBURG, IL 60173 | Pension Consulting | $5,800 |
MORGAN LEWIS2 years Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $5,699 |
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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 | $40,848-100.0% | $346,182-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.3%-20.3pp | 52.1%-52.1pp | 13.0%-13.0pp |
| Annual return | 13.82% | 22.30%-8.5pp | 13.48%+0.3pp | 13.59%+0.2pp |
| Employer contribution / active EE | $20,211 | $18,386+9.9% | $47,067-57.1% | $14,592+38.5% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $14,572-100.0% | $29,657-100.0% |