Filed January 2, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT Service code 13 · EIN 74-1695589 | Contract Administrator | $534,670 |
Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 385 E. COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $433,849 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $402,793 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $390,352 |
CURCIO WEBB1 year Filed as: CURCIO-WEBB Service code 28 · EIN 36-4171366 | Investment Management | $105,120 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $88,243 |
Service code 27 · EIN 04-1867445 | Advisory (Plan) | $68,616 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 23662 NETWORK PLACE · CHICAGO, IL 606731236 | Investment Management | $34,334 |
MCCARTER & ENGLISH1 year Service code 29 FOUR GATEWAY CENTER · NEWARK, NJ 07102 | Legal | $10,454 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 15 4 OVERLOOK POINT · LINCOLNSHITE, IL 60069 | Recordkeeping | $8,250 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 3018.43% | 53.17%+2965.3pp | 18.06%+3000.4pp | 21.83%+2996.6pp |
| Employer contribution / active EE | $36,975 | $14,715+151.3% | $30,411+21.6% | $12,237+202.2% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |