| Provider | Service type | Compensation |
|---|---|---|
CIGNA INVESTMENTS INC9+ years Service code 27 · EIN 06-0861092 | Advisory (Plan) | $2,844,677 |
Filed as: PRUDENTIAL RET INS AND ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $2,003,893 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN Service code 18 · EIN 13-2624428 | Custodial (securities); Custodial (ot... | $1,126,865 |
Filed as: EMPOWER CAPITAL MANAGEMENT, LLC Service code 28 · EIN 84-1444062 | Investment Management | $75,177 |
Filed as: FACTSET RESEARCH SYSTEMS INC Service code 49 · EIN 13-3362547 | Other Services | $61,652 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $40,051 |
CIGNA INVESTMENTS INC9+ years Filed as: CIGNA CORPORATION Service code 14 · EIN 59-1031071 | Plan Administrator | $12,798 |
CLIFFWATER LLC9+ years Service code 27 · EIN 20-1246914 | Advisory (Plan) | $9,375 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 48.19% | 9.90%+38.3pp | 12.68%+35.5pp | 13.18%+35.0pp |
| Employer contribution / active EE | $0 | $7,519-100.0% | $41,626-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |