Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT L.P. Service code 50 · EIN 13-3575636 | Direct Payment | $1,305,208 |
BMO HARRIS BANK NA1+ years Filed as: M AND T BANK Service code 21 · EIN 16-0538020 | Bank Trustee | $218,331 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 50 · EIN 13-4994650 | Direct Payment | $164,586 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $136,605 |
ADMINISTRATION SERVICES INC.1+ years Filed as: Q AND F ADMINISTRATION, INC Service code 13 · EIN 16-1302807 | Contract Administrator | $103,627 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 50 · EIN 98-0117968 | Direct Payment | $58,311 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON Service code 51 · EIN 23-2373765 | Investment Mgmt Fees | $8,613 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $6,459 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 8.73% | 6.04%+2.7pp | 5.44%+3.3pp | 9.19%-0.5pp |
| Employer contribution / active EE | $18,580 | $12,925+43.8% | $25,481-27.1% | $12,608+47.4% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |