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 | $11,620,363 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $7,677,152 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $3,053,567 |
EXPRESS SCRIPTS, INC.3+ years Filed as: EXPRESS SCRIPTS Service code 12 · EIN 22-3461740 | Claims processing; Direct payment fro... | $1,161,700 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $1,020,177 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 10 · EIN 53-0181291 | Accounting | $275,689 |
SB & COMPANY, LLC3+ years Service code 10 · EIN 20-2153727 | Accounting | $205,000 |
BELLWETHER CONSULTING LLC3+ years Filed as: BELLWETHER CONSULTING INC Service code 27 · EIN 22-3784192 | Advisory (Plan) | $182,068 |
Filed as: STROOCK & STROOCK & LAVAN LLP Service code 27 180 MAIDEN LANE · NEW YORK, NY 100384982 | Advisory (Plan) | $92,313 |
CEM BENCHMARKING1 year Filed as: CEM BENCHMARKING INC. Service code 27 | Advisory (Plan) | $25,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | PARTNERS GROUP AG | SERVICE PROVIDER IMPROPER CREDIT FACILITY RECHARGING | — | $239K |
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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 10.59% | 13.90%-3.3pp | 10.36%+0.2pp | 1057.21%-1046.6pp |
| Employer contribution / active EE | $0 | $9,853-100.0% | $37,738-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |