| Provider | Service type | Compensation |
|---|---|---|
CIGNA INVESTMENTS INC5 years Service code 27 · EIN 06-0861092 | Advisory (Plan) | $775,267 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $503,737 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $165,175 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN Service code 18 · EIN 13-2624428 | Custodial (other than securities); Cu... | $86,335 |
IRON MOUNTAIN1 year Service code 49 · EIN 04-3038590 | Other Services | $82,873 |
QMA8+ years Service code 27 · EIN 33-1077887 | Advisory (Plan) | $43,794 |
Service code 28 · EIN 06-1055669 | Investment Management | $31,816 |
Filed as: FACTSET RESEARCH SYSTEMS INC Service code 49 · EIN 13-3362547 | Other Services | $25,344 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -14.83% | -12.85%-2.0pp | -3.21%-11.6pp | -5.25%-9.6pp |
| Employer contribution / active EE | $0 | $16,520-100.0% | $46,051-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |