| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $591,540 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $212,399 |
CIGNA INVESTMENTS INC2 years Service code 27 · EIN 06-0861092 | Advisory (Plan) | $165,022 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 18 · EIN 13-2624428 | Custodial (securities); Custodial (ot... | $157,937 |
SHENKMAN CAPITAL MANAGEMENT5+ years Service code 27 262 HARBOR DRIVE · STAMFORD, CT 06902 | Advisory (Plan) | $135,373 |
COLUMBIA2 years Filed as: COLUMBIA THREADNEEDLE Service code 27 · EIN 13-3180631 | Advisory (Plan) | $84,339 |
QMA5+ years Service code 27 · EIN 33-1077887 | Advisory (Plan) | $84,187 |
Service code 28 · EIN 06-1055669 | Investment Management | $27,222 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $6,013 |
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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 20.60% | 12.98%+7.6pp | 14.64%+6.0pp | 13.59%+7.0pp |
| Employer contribution / active EE | $346,711 | $16,363+2018.9% | $41,831+728.8% | $14,592+2276.1% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |