Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA3+ years Filed as: M AND T BANK Service code 21 · EIN 16-0538020 | Bank Trustee | $229,685 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 28 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Investment Management | $145,037 |
AON CONSULTING2 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $135,977 |
BLACKSTONE2 years Filed as: BLACKSTONE MANAGEMENT PARTNERS LLC Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $105,567 |
ADMINISTRATION SERVICES INC.3+ years Filed as: Q AND F ADMINISTRATION, INC Service code 13 · EIN 16-1302807 | Contract Administrator | $81,667 |
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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 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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | 0.99% | 201.32%-200.3pp | 12.68%-11.7pp | 33.37%-32.4pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |