| Provider | Service type | Compensation |
|---|---|---|
CIGNA INVESTMENTS INC6 years Service code 27 · EIN 06-0861092 | Advisory (Plan) | $938,810 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $590,895 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN Service code 18 · EIN 13-2624428 | Custodial (securities); Custodial (ot... | $80,192 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $67,682 |
Filed as: EMPOWER CAPITAL MANAGEMENT, LLC Service code 13 · EIN 84-1444062 | Contract Administrator | $29,823 |
Filed as: FACTSET RESEARCH SYSTEMS INC Service code 49 · EIN 13-3362547 | Other Services | $24,748 |
QMA9+ years Service code 27 · EIN 33-1077887 | Advisory (Plan) | $8,322 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $265,195-100.0% | $422,209-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.8%-55.8pp |
| Annual return | -93.74% | 13.43%-107.2pp | 12.68%-106.4pp | 24.44%-118.2pp |
| Employer contribution / active EE | $0 | $48,174-100.0% | $41,626-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |