Filed February 17, 2026 (most recent of 7 filings on file)
Total covered: 63 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AUDAX DIRECT LENDING SOLUTIONS FUND Service code 28 101 HUNTINGTON AVENUE, 25TH FLOOR · BOSTON, MA 02199 | Investment Management | $588,698 |
MERCER6 years Service code 17 · EIN 13-2834441 70 LINDEN OAKS, SUITE 310 · ROCHESTER, NY 14625 | Pension Consulting | $450,153 |
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $393,738 |
KALEIDA HEALTH3 years Service code 21 726 EXCHANGE ST, STE 220 · BUFFALO, NY 142101462 | Bank Trustee | $221,806 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD ASSET MANAGEMENT LCC Service code 28 · EIN 33-6363285 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $205,274 |
DRA ADVISORS LLC4 years Filed as: DRA ADVISORS, LLC Service code 28 · EIN 84-2170090 575 FIFTH AVENUE, 38TH FLOOR · NEW YORK, NY 10017 | Investment Management | $137,271 |
COHEN & STEERS5 years Filed as: COHEN & STEERS CAPITAL MANAGEMENT Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $124,536 |
GOLDMAN SACHS5 years Filed as: FRONTRANGE CAPITAL PARTNERS Service code 28 250 FILLMORE STREET, SUITE 400 · DENVER, CO 80206 | Investment Management | $97,500 |
Filed as: SANDS CAPITAL MANAGEMENT Service code 28 1000 WILSON BLVD, SUITE 3000 · ARLINGTON, VA 22209 | Investment Management | $91,991 |
ELLIOTT DAVIS, LLC3 years Filed as: ELLIOTT MANAGEMENT CORPORATION Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $61,220 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 10.06% | 33.11%-23.1pp | 32.33%-22.3pp | 33.11%-23.1pp |
| Employer contribution / active EE | $5,962 | $9,000-33.7% | $33,964-82.4% | $9,000-33.7% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |