Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $500,217 |
THE VANGUARD GROUP, INC.7 years Filed as: THE VANGUARD GROUP Service code 28 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Investment Management | $259,025 |
AMERICAN FUNDS4 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 28 P.O. BOX 6164 · INDIANAPOLIS, IN 462066164 | Investment Management | $142,241 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 1918 8TH AVENUE SUITE 3100 · SEATTLE, WA 98101 | Investment Management | $113,960 |
BMO HARRIS BANK NA9+ years Filed as: M AND T BANK Service code 21 · EIN 16-0538020 | Bank Trustee | $89,847 |
DIETZ & LYNCH CAPITAL2 years Service code 27 28 GREEN ST · NEWBURY, MA 01951 | Advisory (Plan) | $30,053 |
Filed as: ANGELL PENSION GROUP, INC Service code 16 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Consulting | $12,500 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 23.75% | 10.00%+13.7pp | 5.04%+18.7pp | 9.30%+14.4pp |
| Employer contribution / active EE | $0 | $10,331-100.0% | $26,454-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |