Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $407,621 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 28 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Investment Management | $248,503 |
AMERICAN FUNDS2 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 28 P.O. BOX 6164 · INDIANAPOLIS, IN 462066164 | Investment Management | $238,119 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 1918 8TH AVENUE SUITE 3100 · SEATTLE, WA 98101 | Investment Management | $159,863 |
BMO HARRIS BANK NA7+ years Filed as: M AND T BANK Service code 21 · EIN 16-0538020 | Bank Trustee | $129,794 |
BLACKSTONE6 years Filed as: BLACKSTONE MANAGEMENT PARTNERS LLC Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $15,332 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -29.42% | 87.23%-116.6pp | -5.12%-24.3pp | 23.41%-52.8pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |