Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $800,787 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 28 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Investment Management | $257,406 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK AND TRUST COMPANY Service code 28 P.O. BOX 6164 · INDIANAPOLIS, IL 462066164 | Investment Management | $163,659 |
BMO HARRIS BANK NA6+ years Filed as: M AND T BANK Service code 21 · EIN 16-0538020 | Bank Trustee | $152,126 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 1918 8TH AVENUE SUITE 3100 · SEATTLE, WA 98101 | Investment Management | $48,526 |
BLACKSTONE5 years Filed as: BLACKSTONE MANAGEMENT PARTNERS LLC Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $39,235 |
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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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 3.76% | 9.47%-5.7pp | 7.32%-3.6pp | 15.63%-11.9pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |