Filed October 9, 2018 (most recent of 9 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $10,935,081 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $7,508,368 |
AETNA LIFE INSURANCE COMPANY2+ years Service code 12 · EIN 06-6033492 | Direct payment from the plan; Contrac... | $2,920,533 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $2,360,426 |
EXPRESS SCRIPTS, INC.2+ years Filed as: EXPRESS SCRIPTS Service code 12 · EIN 22-3461740 | Claims processing; Direct payment fro... | $1,306,587 |
Filed as: PRUDENTIAL INVESTMENT MGT INC Service code 28 · EIN 22-2540245 | Investment Management | $1,040,748 |
CONNECTICUT WEALTH MANAGEMENT2+ years Filed as: CONNECTICUT GENERAL LIFE INS CO Service code 12 · EIN 06-0303370 | Named fiduciary; Participant communic... | $745,531 |
Filed as: TOWERS WATSON DELAWARE, INC Service code 10 · EIN 53-0181291 | Accounting | $527,024 |
BELLWETHER CONSULTING LLC2+ years Filed as: BELLWETHER CONSULTING INC Service code 27 · EIN 22-3784192 | Advisory (Plan) | $321,004 |
UMR1 year Filed as: UNITED HEALTHCARE INS CO Service code 12 · EIN 26-2739571 | Direct payment from the plan; Claims ... | $268,709 |
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 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 6.56% | 7.64%-1.1pp | 4.74%+1.8pp | 10.64%-4.1pp |
| Employer contribution / active EE | $0 | $7,500-100.0% | $36,089-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |