Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $1,364,442 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 28 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Investment Management | $245,879 |
AMERICAN FUNDS3 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 28 P.O. BOX 6164 · INDIANAPOLIS, IN 462066164 | Investment Management | $219,062 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 1918 8TH AVENUE SUITE 3100 · SEATTLE, WA 98101 | Investment Management | $123,851 |
BMO HARRIS BANK NA8+ years Filed as: M AND T BANK Service code 21 · EIN 16-0538020 | Bank Trustee | $106,424 |
DIETZ & LYNCH CAPITAL1 year Service code 27 28 GREEN ST · NEWBURY, MA 01951 | Advisory (Plan) | $45,487 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 0.00% | 10.30%-10.3pp | 7.69%-7.7pp | 9.11%-9.1pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |