Filed January 2, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT Service code 13 · EIN 74-1695589 | Contract Administrator | $675,587 |
Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 385 E. COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $538,770 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $523,890 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 23662 NETWORK PLACE · CHICAGO, IL 606731236 | Investment Management | $226,719 |
CURCIO WEBB2 years Filed as: CURCIO-WEBB Service code 28 · EIN 36-4171366 | Investment Management | $94,500 |
Filed as: BANK OF NEW YORK MELON Service code 13 240 GREENWICH STREET · NEW YORK, NY 10286 | Contract Administrator | $87,361 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $44,860 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $7,287 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 13.04% | 12.05%+1.0pp | 793.01%-780.0pp | 12.86%+0.2pp |
| Employer contribution / active EE | $4,524 | $21,947-79.4% | $27,004-83.2% | $13,687-66.9% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |