| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $710,523 |
CIGNA INVESTMENTS INC3 years Service code 27 · EIN 06-0861092 | Advisory (Plan) | $372,795 |
QMA6+ years Service code 27 · EIN 33-1077887 | Advisory (Plan) | $131,250 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $98,971 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 18 · EIN 13-2624428 | Custodial (other than securities); Cu... | $84,778 |
SHENKMAN CAPITAL MANAGEMENT6+ years Service code 27 262 HARBOR DRIVE · STAMFORD, CT 06902 | Advisory (Plan) | $67,733 |
Service code 28 · EIN 06-1055669 | Investment Management | $29,410 |
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 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 19.3%-19.3pp | 13.5%-13.5pp |
| Annual return | 14.82% | 9.55%+5.3pp | 9.52%+5.3pp | 9.29%+5.5pp |
| Employer contribution / active EE | $0 | $20,722-100.0% | $41,951-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |