Filed May 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CIGNA INVESTMENTS INC1 year Filed as: CIGNA HEALTH & LIFE INS COMPANY Service code 12 · EIN 59-1031071 | Contract Administrator; Named fiducia... | $525,673 |
Filed as: VOYA RETIRE INSURANCE & ANNUITY CO Service code 55 · EIN 71-0294708 | Other Commissions | $80,604 |
CIGNA INVESTMENTS INC1 year Filed as: EVERNORTH CARE SOLUTIONS, INC. Service code 12 · EIN 86-1465626 | Contract Administrator; Direct paymen... | $37,243 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,789 | $65,960-70.0% | $81,882-75.8% | $77,762-74.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 9.04% | 26.64%-17.6pp | 779.47%-770.4pp | 31.27%-22.2pp |
| Employer contribution / active EE | $2,710 | $2,375+14.1% | $2,916-7.1% | $2,728-0.7% |
| Participant deferral / active EE | $2,229 | $3,505-36.4% | $4,323-48.4% | $4,651-52.1% |
| Admin fee / account holder | $62 | $526-88.2% | $7,360-99.2% | $433-85.6% |