| Provider | Service type | Compensation |
|---|---|---|
CIGNA INVESTMENTS INC7+ years Service code 27 · EIN 06-0861092 | Advisory (Plan) | $3,100,590 |
Filed as: PRUDENTIAL RET INS AND ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $2,202,155 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $137,460 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 18 · EIN 13-2624428 | Custodial (securities); Custodial (ot... | $104,577 |
QMA7+ years Service code 27 · EIN 33-1077887 | Advisory (Plan) | $95,721 |
Service code 28 · EIN 06-1055669 | Investment Management | $73,627 |
Filed as: FACTSET RESEARCH SYSTEMS INC Service code 49 · EIN 13-3362547 | Other Services | $54,525 |
CIGNA INVESTMENTS INC7+ years Filed as: CIGNA CORPORATION Service code 14 · EIN 59-1031071 | Plan Administrator | $25,264 |
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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 12.14% | 19.39%-7.2pp | 8.95%+3.2pp | 19.39%-7.2pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $46,559-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $131-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |