Filed February 17, 2026 (most recent of 7 filings on file)
Total covered: 63 employees
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| Provider | Service type | Compensation |
|---|---|---|
COHEN & STEERS4 years Filed as: COHEN & STEERS CAPITAL MANAGEMENT Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $386,338 |
MERCER5 years Service code 17 · EIN 13-2834441 70 LINDEN OAKS, SUITE 310 · ROCHESTER, NY 14625 | Pension Consulting | $352,799 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $301,923 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET MANAGEMENT LCC Service code 28 · EIN 33-6363285 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $186,126 |
Filed as: SANDS CAPITAL MANAGEMENT Service code 28 1000 WILSON BLVD, SUITE 3000 · ARLINGTON, VA 22209 | Investment Management | $177,587 |
DRA ADVISORS LLC3 years Filed as: DRA ADVISORS, LLC Service code 28 · EIN 84-2170090 575 FIFTH AVENUE, 38TH FLOOR · NEW YORK, NY 10017 | Investment Management | $108,665 |
PA SMALL CO COINVESTMENT1 year Service code 99 · EIN 84-4855831 901 EAST BYRD STREET · RICHMOND, VA 23219 | Other Fees | $96,046 |
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN RETIREMENT SVCS CO Service code 11 · EIN 35-1140070 300 DESHUTES WAY SW STE 208 · TUMWATER, WA 98501 | Actuarial | $94,881 |
PANGAEA THREE-B, LP1 year Service code 28 · EIN 98-1443870 | Investment Management | $87,445 |
MONROE CAPITAL LLC1 year Filed as: MONROE CAPITAL Service code 28 · EIN 26-0605527 | Investment Management | $78,163 |
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Employer contribution per participant 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 | $0 | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -14.76% | -14.80%0pp | -38.86%+24.1pp | -14.80%0pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $37,756-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |