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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $1,084,811 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $292,080 |
ISLER DARE, P.C.2 years Service code 29 · EIN 54-1844836 | Legal | $106,484 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $41,405 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-1520346 | Bank Trustee | $37,633 |
WITHUMSMITH+BROWN, PC10+ years Filed as: PARKER, BROWN, MACAULEY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $325 |
10 funds hold $236M of the plan's $242M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mercer Active Long Corp Investment Portfolio Marsh McLennan (Mercer) · Collective trust | $74.3M | 31.5% |
| Mercer US Large Cap Core Passive Equity Portfolio Marsh McLennan (Mercer) · Collective trust Index | $52.9M | 22.4% |
| Mercer Long Duration Passive Fixed Income Marsh McLennan (Mercer) · Collective trust Index | $37.5M | 15.9% |
| Mercer Non-US Core Equity Common Marsh McLennan (Mercer) · Collective trust | $23.3M | 9.9% |
| CF Mercer Opportunistic Fixed Income Portfolio Marsh McLennan (Mercer) · Collective trust | $10.5M | 4.4% |
| State Street Real Asset Non-Lending Series Fund - Class A State Street (SSgA) · Collective trust | $10.5M | 4.4% |
| CF Mercer US Core Real Estate Portfolio Marsh McLennan (Mercer) · Collective trust | $9.6M | 4.1% |
| CF Mercer Emerging Markets Equity Portfolio Fund Marsh McLennan (Mercer) · Collective trust | $9.0M | 3.8% |
| Mercer US Small/Mid Cap Growth Equity Marsh McLennan (Mercer) · Collective trust | $6.6M | 2.8% |
| Allspring Government Money Market Fund Allspring · Money market | $1.8M | 0.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Stephanie Cowley, F.S.A. Mercer Schedule SB | Schedule SB | Pro |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.