| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS AND ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $1,878,945 |
CIGNA INVESTMENTS INC3+ years Service code 27 · EIN 06-0861092 | Advisory (Plan) | $1,555,691 |
SHENKMAN CAPITAL MANAGEMENT3+ years Service code 27 262 HARBOR DRIVE · STAMFORD, CT 06902 | Advisory (Plan) | $872,048 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $679,409 |
CLIFFWATER LLC3+ years Service code 27 · EIN 20-1246914 | Advisory (Plan) | $400,000 |
FRANKLIN TEMPLETON1 year Service code 27 · EIN 94-2990534 | Advisory (Plan) | $389,149 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $291,121 |
COLUMBIA1 year Filed as: COLUMBIA THREADNEEDLE Service code 27 · EIN 13-3180631 | Advisory (Plan) | $151,748 |
BLACKROCK1 year Service code 27 · EIN 94-3112180 | Advisory (Plan) | $132,201 |
CIGNA INVESTMENTS INC3+ years Filed as: CIGNA CORPORATION Service code 14 · EIN 59-1031071 | Plan Administrator | $87,028 |
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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 8.82% | 13.90%-5.1pp | 10.36%-1.5pp | 1057.21%-1048.4pp |
| Employer contribution / active EE | $11,211 | $9,853+13.8% | $37,738-70.3% | $14,374-22.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |