| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS AND ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $1,797,813 |
CIGNA INVESTMENTS INC4+ years Service code 27 · EIN 06-0861092 | Advisory (Plan) | $1,151,383 |
SHENKMAN CAPITAL MANAGEMENT4+ years Service code 27 262 HARBOR DRIVE · STAMFORD, CT 06902 | Advisory (Plan) | $627,931 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $440,226 |
Filed as: JP MORGAN Service code 18 · EIN 13-2624428 | Custodial (securities); Custodial (ot... | $399,934 |
CLIFFWATER LLC4+ years Service code 27 · EIN 20-1246914 | Advisory (Plan) | $303,125 |
COLUMBIA2 years Filed as: COLUMBIA THREADNEEDLE Service code 27 · EIN 13-3180631 | Advisory (Plan) | $194,432 |
BLACKROCK2 years Service code 27 · EIN 94-3112180 | Advisory (Plan) | $139,995 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $119,523 |
Service code 28 · EIN 06-1055669 | Investment Management | $76,665 |
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 3.09% | -4.58%+7.7pp | -2.18%+5.3pp | -1.95%+5.0pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $38,751-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |