| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $598,593 |
COLUMBIA1 year Filed as: COLUMBIA THREADNEEDLE Service code 27 · EIN 13-3180631 | Advisory (Plan) | $223,929 |
QMA4+ years Service code 27 · EIN 33-1077887 | Advisory (Plan) | $142,059 |
SHENKMAN CAPITAL MANAGEMENT4+ years Service code 27 262 HARBOR DRIVE · STAMFORD, CT 06902 | Advisory (Plan) | $119,915 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $116,356 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 18 · EIN 13-2624428 | Custodial (other than securities); Cu... | $65,748 |
CIGNA INVESTMENTS INC1 year Service code 27 · EIN 06-0861092 | Advisory (Plan) | $52,692 |
Service code 28 · EIN 06-1055669 | Investment Management | $28,335 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $19,394 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -4.05% | -1.56%-2.5pp | -2.18%-1.9pp | 10.56%-14.6pp |
| Employer contribution / active EE | $138,696 | $15,244+809.8% | $38,751+257.9% | $13,643+916.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |