Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $550,716 |
BMO HARRIS BANK NA4+ years Filed as: M AND T BANK Service code 21 · EIN 16-0538020 | Bank Trustee | $188,975 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 28 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Investment Management | $73,218 |
BLACKSTONE3 years Filed as: BLACKSTONE MANAGEMENT PARTNERS LLC Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $64,096 |
ADMINISTRATION SERVICES INC.4+ years Filed as: Q AND F ADMINISTRATION, INC Service code 13 · EIN 16-1302807 | Contract Administrator | $8,487 |
SMITH & DOWNEY1 year Filed as: SMITH AND DOWNEY Service code 29 320 E TOWSONTOWN · BALTIMORE, MD 21286 | Legal | $6,713 |
ARBOR CAPITAL MANAGEMENT1 year Filed as: ARBOR CAPITAL Service code 28 4040 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Investment Management | $5,000 |
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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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 17.56% | 22.40%-4.8pp | 29.77%-12.2pp | 21.83%-4.3pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |