Filed January 2, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 385 E. COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $965,188 |
AON CONSULTING3 years Filed as: AON HEWITT Service code 13 · EIN 74-1695589 | Contract Administrator | $645,581 |
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $318,783 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 23662 NETWORK PLACE · CHICAGO, IL 606731236 | Investment Management | $151,843 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELON Service code 13 240 GREENWICH STREET · NEW YORK, NY 10286 | Contract Administrator | $92,741 |
CURCIO WEBB1 year Service code 28 · EIN 36-4171366 | Investment Management | $92,000 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $31,200 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 6.46% | 7.76%-1.3pp | 36.37%-29.9pp | 15.63%-9.2pp |
| Employer contribution / active EE | $3,987 | $10,188-60.9% | $37,223-89.3% | $11,476-65.3% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |