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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Service code 11 · EIN 91-0675641 | Actuarial | $778,141 |
FIRST STATE TRUST COMPANY7 years Service code 21 · EIN 13-3124172 | Bank Trustee | $27,487 |
1 fund of $250K or more; 3 lines in all, holding $1.1M of the plan's $1.1M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Income Federated Hermes Federated Hermes · Mutual fund | $1.0M | 95.5% |
| Money Market Fund Northern Manager not matched · Money market | $49K | 4.5% |
| Morgan Stanley Morgan Stanley Bank Deposit Morgan Stanley · Other | $120 | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $425,512-100.0% | $414,698-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 53.2%-53.2pp | 46.8%-46.8pp | 39.2%-39.2pp |
| Annual return | -3.26% | 8.74%-12.0pp | 8.80%-12.1pp | 13.91%-17.2pp |
| Employer contribution / active EE | $0 | $30,619-100.0% | $29,429-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $58-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $11,649-100.0% | $10,933-100.0% | $41,846-100.0% |