Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $719,400 |
BMO HARRIS BANK NA5+ years Filed as: M AND T BANK Service code 21 · EIN 16-0538020 | Bank Trustee | $276,828 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 28 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Investment Management | $173,059 |
BLACKSTONE4 years Filed as: BLACKSTONE MANAGEMENT PARTNERS LLC Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $46,583 |
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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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 13.55% | 24.77%-11.2pp | -2.84%+16.4pp | 12.86%+0.7pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |