| Provider | Service type | Compensation |
|---|---|---|
CIGNA INVESTMENTS INC6+ years Service code 27 · EIN 06-0861092 | Advisory (Plan) | $2,589,726 |
Filed as: PRUDENTIAL RET INS AND ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $2,222,223 |
SHENKMAN CAPITAL MANAGEMENT6+ years Service code 27 262 HARBOR DRIVE · STAMFORD, CT 06902 | Advisory (Plan) | $392,171 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $122,211 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 18 · EIN 13-2624428 | Custodial (other than securities); Cu... | $92,733 |
Service code 28 · EIN 06-1055669 | Investment Management | $75,590 |
BLACKROCK4 years Service code 27 · EIN 94-3112180 | Advisory (Plan) | $45,067 |
QMA6+ years Service code 27 · EIN 33-1077887 | Advisory (Plan) | $28,147 |
CIGNA INVESTMENTS INC6+ years Filed as: CIGNA CORPORATION Service code 14 · EIN 59-1031071 | Plan Administrator | $20,491 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $5,379 |
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.
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 8.45% | 17.85%-9.4pp | 9.52%-1.1pp | 13.80%-5.3pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $41,951-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |