| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS AND ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $1,810,786 |
CIGNA INVESTMENTS INC5+ years Service code 27 · EIN 06-0861092 | Advisory (Plan) | $1,273,680 |
SHENKMAN CAPITAL MANAGEMENT5+ years Service code 27 262 HARBOR DRIVE · STAMFORD, CT 06902 | Advisory (Plan) | $787,608 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $278,925 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 18 · EIN 13-2624428 | Custodial (securities); Custodial (ot... | $161,149 |
BLACKROCK3 years Service code 27 · EIN 94-3112180 | Advisory (Plan) | $97,952 |
Service code 28 · EIN 06-1055669 | Investment Management | $77,778 |
CIGNA INVESTMENTS INC5+ years Filed as: CIGNA CORPORATION Service code 14 · EIN 59-1031071 | Plan Administrator | $41,514 |
CLIFFWATER LLC5+ years Service code 27 · EIN 20-1246914 | Advisory (Plan) | $37,500 |
QMA5+ years Service code 27 · EIN 33-1077887 | Advisory (Plan) | $35,998 |
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 12.23% | 18.43%-6.2pp | 14.64%-2.4pp | 24.48%-12.2pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $41,831-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |