| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $694,496 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $227,870 |
SHENKMAN CAPITAL MANAGEMENT3+ years Service code 27 262 HARBOR DRIVE · STAMFORD, CT 06902 | Advisory (Plan) | $169,432 |
QMA3+ years Service code 27 · EIN 33-1077887 | Advisory (Plan) | $153,551 |
FRANKLIN TEMPLETON1 year Service code 27 · EIN 94-2990534 | Advisory (Plan) | $113,802 |
Filed as: JP MORGAN Service code 18 · EIN 13-2624428 | Custodial (securities); Custodial (ot... | $110,026 |
Service code 28 · EIN 06-1055669 | Investment Management | $27,635 |
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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 15.30% | 11.16%+4.1pp | 10.36%+4.9pp | 10.41%+4.9pp |
| Employer contribution / active EE | $0 | $16,610-100.0% | $37,738-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |