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 | $10,407,435 |
CONNECTICUT WEALTH MANAGEMENT5+ years Filed as: CONNECTICUT GENERAL LIFE INS CO Service code 12 · EIN 06-0303370 | Participant communication; Claims pro... | $5,729,240 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT ASSOCIATES LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $3,357,366 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $3,055,322 |
UMR1 year Filed as: UNITEDHEALTHCARE INSURANCE CO Service code 12 · EIN 36-2739571 | Direct payment from the plan; Claims ... | $975,000 |
UMR1 year Filed as: OPTUMRX Service code 12 · EIN 33-0441200 | Claims processing; Direct payment fro... | $508,215 |
BELLWETHER CONSULTING LLC5+ years Filed as: BELLWETHER CONSULTING INC Service code 27 · EIN 22-3784192 | Advisory (Plan) | $111,688 |
Service code 10 · EIN 53-0181291 | Accounting | $99,607 |
AETNA LIFE INSURANCE COMPANY5+ years Service code 12 · EIN 06-6033492 | Direct payment from the plan; Contrac... | $29,176 |
EXPRESS SCRIPTS, INC.5+ years Filed as: EXPRESS SCRIPTS Service code 12 · EIN 22-3461740 | Claims processing; Direct payment fro... | $16,789 |
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 15.91% | 18.43%-2.5pp | 14.64%+1.3pp | 24.48%-8.6pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $41,831-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |