Filed March 25, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $108,642 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $89,360 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $49,692 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $44,219 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $35,009 |
ROBINSON & COLE LLP1+ years Service code 29 · EIN 04-0512640 | Legal | $26,440 |
MCCONNELL VALDES LLC1+ years Service code 29 · EIN 66-0226027 | Legal | $21,343 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORTON LLP Service code 10 · EIN 36-6055558 | Accounting | $17,678 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -0.66% | -1.23%+0.6pp | -3.43%+2.8pp | 1.67%-2.3pp |
| Employer contribution / active EE | $3,065 | $11,541-73.4% | $25,607-88.0% | $10,506-70.8% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |