Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $600,695 |
Service code 28 · EIN 45-3056700 | Investment Management | $396,341 |
Filed as: EMPOWER Service code 11 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Actuarial | $342,171 |
Service code 28 · EIN 84-9722236 | Investment Management | $324,735 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $308,690 |
BLACKSTONE1 year Filed as: BLACKSTONE ALTERNATIVE CREDIT ADVIS Service code 28 · EIN 01-0899018 | Investment Management | $248,750 |
US BANK7 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $236,243 |
Service code 28 · EIN 98-1599754 | Investment Management | $125,000 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $68,430 |
BLACKROCK1 year Service code 28 · EIN 20-5319476 | Investment Management | $17,321 |
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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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 8.91% | 10.30%-1.4pp | 7.69%+1.2pp | 9.11%-0.2pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |