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 | $1,135,767 |
AON CONSULTING4 years Filed as: AON HEWITT Service code 13 · EIN 74-1695589 | Contract Administrator | $728,422 |
CURCIO WEBB2 years Service code 28 · EIN 36-4171366 | Investment Management | $92,000 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELON Service code 13 240 GREENWICH STREET · NEW YORK, NY 10286 | Contract Administrator | $84,690 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $64,581 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 23662 NETWORK PLACE · CHICAGO, IL 606731236 | Investment Management | $52,349 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT Service code 15 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Recordkeeping | $8,346 |
MCCARTER & ENGLISH4 years Service code 29 FOUR GATEWAY CENTER · NEWARK, NJ 07102 | Legal | $8,237 |
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Annual investment return 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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -93.73% | 0.10%-93.8pp | -4.80%-88.9pp | -14.65%-79.1pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |