Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $608,827 |
Filed as: EMPOWER Service code 12 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Trustee (directed); Claims processing... | $507,349 |
Service code 28 · EIN 45-3056700 | Investment Management | $430,470 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $397,958 |
GOLDMAN SACHS1 year Filed as: CVC CAPITAL PARTNERS VII LIMITED Service code 28 | Investment Management | $311,580 |
BLACKSTONE2 years Filed as: BLACKSTONE ALTERNATIVE CREDIT ADVIS Service code 28 · EIN 01-0899018 | Investment Management | $225,000 |
US BANK8 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $149,762 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $97,986 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 18 · EIN 81-4017137 | Other fees; Custodial (securities); I... | $59,140 |
WILMERHALE5 years Filed as: WILMERHALE LLP Service code 29 60 STATE STREET · BOSTON, MA 02109 | Legal | $23,625 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 4.63% | 10.00%-5.4pp | 5.04%-0.4pp | 9.30%-4.7pp |
| Employer contribution / active EE | $0 | $10,331-100.0% | $26,454-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |