Filed February 17, 2026 (most recent of 7 filings on file)
Total covered: 63 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN RETIREMENT SVCS CO Service code 11 · EIN 35-1140070 | Actuarial | $341,815 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $329,183 |
KEYBANK NATIONAL ASSOCIATION1+ years Filed as: KEYBANK N.A. Service code 25 · EIN 34-6881356 | Directed Trustee | $213,079 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO Service code 28 · EIN 20-4213748 | Investment Management | $147,339 |
DEUTSCHE BANK SECURITIES INC.1+ years Filed as: DEUTSCHE INV MGMT AMERICAS Service code 28 · EIN 13-3241232 | Investment Management | $126,161 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN MANAGEMENT Service code 28 · EIN 61-1581337 | Investment Management | $102,353 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $88,968 |
MONROE CAPITAL LLC1+ years Service code 28 311 S WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $76,954 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 25-6078093 | Investment Management | $68,756 |
NEPC, LLC1+ years Service code 17 · EIN 04-2927339 | Pension Consulting | $54,346 |
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.
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 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -4.44% | 3.11%-7.5pp | -2.01%-2.4pp | 3.11%-7.5pp |
| Employer contribution / active EE | $5,475 | $9,361-41.5% | $34,453-84.1% | $9,361-41.5% |
| Participant deferral / active EE | $0 | $375-100.0% | $34-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |