Filings through .
3 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Failed to provide benefit
Form 5500 reported that benefits due were not provided when due.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$3.0M in admin expenses, $164 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 8 by compensation.
| Provider | Compensation |
|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $1,296,392 |
Filed as: OCTOBER THREE Service code 99 · EIN 27-1175487 Other Fees | $284,157 |
Service code 37 · EIN 04-2647786 Loan Processing | $210,289 |
PWC1 year Filed as: PRICEWATERHOUSECOOPERS LLP Service code 10 · EIN 13-4008324 Accounting | $117,500 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 52-1868818 Consulting | $112,766 |
K&L GATES3 years Service code 29 · EIN 25-0921018 Legal | $91,535 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 Accounting | $28,088 |
Service code 49 · EIN 22-3734996 Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed December 19, 1995 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025