| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $688,515 |
QMA1+ years Service code 27 · EIN 33-1077887 | Advisory (Plan) | $175,732 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN ADVISORS Service code 27 · EIN 94-2990534 | Advisory (Plan) | $165,661 |
SHENKMAN CAPITAL MANAGEMENT1+ years Service code 27 262 HARBOR DRIVE · STAMFORD, CT 06902 | Advisory (Plan) | $159,917 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $120,398 |
Service code 28 · EIN 06-1055669 | Investment Management | $27,517 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 18 · EIN 13-2624428 | Custodial (securities); Custodial (ot... | $5,162 |
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 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -0.76% | -0.83%+0.1pp | -0.81%0pp | -7.14%+6.4pp |
| Employer contribution / active EE | $0 | $16,035-100.0% | $38,425-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |