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: THE PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $8,825,646 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT ASSOCIATES LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $5,533,893 |
CONNECTICUT WEALTH MANAGEMENT4+ years Filed as: CONNECTICUT GENERAL LIFE INS CO Service code 12 · EIN 06-0303370 | Named fiduciary; Float revenue; Direc... | $3,803,012 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $3,718,591 |
Filed as: PRUDENTIAL INVESTMENT MGT INC Service code 28 · EIN 22-2540245 | Investment Management | $983,619 |
BELLWETHER CONSULTING LLC4+ years Filed as: BELLWETHER CONSULTING INC Service code 27 · EIN 22-3784192 | Advisory (Plan) | $478,281 |
UMR4+ years Filed as: UNITEDHEALTHCARE INSURANCE COMPANY Service code 12 · EIN 36-2739571 | Direct payment from the plan; Claims ... | $365,000 |
EXPRESS SCRIPTS, INC.4+ years Filed as: EXPRESS SCRIPTS Service code 12 · EIN 22-3461740 | Direct payment from the plan; Claims ... | $356,054 |
SB & COMPANY, LLC4+ years Service code 10 · EIN 20-2153727 | Accounting | $181,059 |
Filed as: TOWERS WATSON DELAWARE INC Service code 10 · EIN 53-0181291 | Accounting | $167,966 |
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -1.63% | -4.58%+3.0pp | -2.18%+0.6pp | -1.95%+0.3pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $38,751-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |