| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS AND ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $1,933,150 |
CIGNA INVESTMENTS INC2+ years Service code 27 · EIN 06-0861092 | Advisory (Plan) | $1,549,687 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $874,320 |
SHENKMAN CAPITAL MANAGEMENT2+ years Service code 27 262 HARBOR DRIVE · STAMFORD, CT 06902 | Advisory (Plan) | $873,694 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN ADVISORS Service code 27 · EIN 94-2990534 | Advisory (Plan) | $675,857 |
CLIFFWATER LLC2+ years Service code 27 · EIN 20-1246914 | Advisory (Plan) | $400,000 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $201,189 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $92,440 |
CIGNA INVESTMENTS INC2+ years Filed as: CIGNA CORPORATION Service code 14 · EIN 59-1031071 | Plan Administrator | $89,682 |
Service code 28 · EIN 06-1055669 | Investment Management | $77,729 |
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 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 6.64% | 7.64%-1.0pp | 4.74%+1.9pp | 10.64%-4.0pp |
| Employer contribution / active EE | $0 | $7,500-100.0% | $36,089-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |