| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $662,641 |
SHENKMAN CAPITAL MANAGEMENT2+ years Service code 27 262 HARBOR DRIVE · STAMFORD, CT 06902 | Advisory (Plan) | $162,227 |
QMA2+ years Service code 27 · EIN 33-1077887 | Advisory (Plan) | $155,527 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $149,498 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN ADVISORS Service code 27 · EIN 94-2990534 | Advisory (Plan) | $119,658 |
Service code 28 · EIN 06-1055669 | Investment Management | $27,271 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 18 · EIN 13-2624428 | Custodial (securities); Custodial (ot... | $22,959 |
Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $5,120 |
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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 7.32% | 5.68%+1.6pp | 4.74%+2.6pp | 4.56%+2.8pp |
| Employer contribution / active EE | $0 | $16,243-100.0% | $36,089-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |