Filed February 17, 2026 (most recent of 7 filings on file)
Total covered: 63 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN RETIREMENT SVCS CO Service code 11 · EIN 35-1140070 | Actuarial | $375,695 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $206,066 |
ABERDEEN ASSET MANAGEMENT, INC.4+ years Filed as: ABERDEEN MANAGEMENT Service code 28 · EIN 61-1581337 | Investment Management | $164,535 |
BARON CAPITAL MANAGEMENT2 years Filed as: BARON CAPITAL, INC. Service code 28 767 FIFTH AVENUE · NEW YORK, NY 10153 | Investment Management | $146,810 |
NEPC, LLC4+ years Service code 28 · EIN 04-2927339 | Investment Management | $134,681 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $118,898 |
MONROE CAPITAL LLC4+ years Service code 28 311 S WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $103,680 |
KEYBANK NATIONAL ASSOCIATION4+ years Filed as: KEYBANK N.A. Service code 13 · EIN 34-6881356 | Contract Administrator | $88,773 |
PERELLA WEINBERG PARTNERS3 years Service code 28 767 5TH AVENUE · NEW YORK, NY 10153 | Investment Management | $68,668 |
MERCER1 year Service code 17 70 LINDEN OAKS · ROCHESTER, NY 14625 | Pension Consulting | $45,785 |
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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 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -6.30% | 16.96%-23.3pp | -102.04%+95.7pp | 73.13%-79.4pp |
| Employer contribution / active EE | $5,855 | $5,316+10.1% | $36,232-83.8% | $8,421-30.5% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |