Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$761K in admin expenses, $982 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 5 by compensation.
| Provider | Compensation |
|---|---|
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST Service code 52 · EIN 36-1561860 Indirect Investment Fees | $62,227 |
Filed as: SECOR Service code 27 · EIN 45-3067364 Advisory (Plan) | $39,356 |
Filed as: PZENA Service code 27 · EIN 20-8999751 Advisory (Plan) | $25,258 |
AMERICAN FUNDS1 year Filed as: CAPITAL Service code 27 · EIN 95-1411037 Advisory (Plan) | $15,062 |
L&G4 years Service code 27 · EIN 35-7085469 Advisory (Plan) | $8,809 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Aaron Seiler Fidelity Investments Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025