| Provider | Service type | Compensation |
|---|---|---|
CIGNA INVESTMENTS INC1+ years Service code 27 · EIN 06-0861092 | Advisory (Plan) | $2,797,399 |
Filed as: PRUDENTIAL RET INS AND ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $2,067,482 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN ADVISORS Service code 27 · EIN 94-2990534 | Advisory (Plan) | $911,787 |
SHENKMAN CAPITAL MANAGEMENT1+ years Service code 27 262 HARBOR DRIVE · STAMFORD, CT 06902 | Advisory (Plan) | $860,942 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $789,418 |
CLIFFWATER LLC1+ years Service code 27 · EIN 20-1246914 | Advisory (Plan) | $400,000 |
MANNING & NAPIER1+ years Service code 27 · EIN 45-3328488 | Advisory (Plan) | $337,112 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $213,220 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $186,288 |
CIGNA INVESTMENTS INC1+ years Filed as: CIGNA CORPORATION Service code 14 · EIN 59-1031071 | Plan Administrator | $87,143 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | 2.86% | 3.03%-0.2pp | -0.81%+3.7pp | -0.08%+2.9pp |
| Employer contribution / active EE | $0 | $7,443-100.0% | $38,425-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |