Filed January 15, 2026 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $236,768 |
INVESCO1+ years Service code 28 · EIN 58-1707262 | Investment Management | $224,939 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $105,000 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $36,430 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,208 | $83,458+2.1% | $123,105-30.8% | $67,505+26.2% |
| Participation rate | 69.1% | 84.5%-15.4pp | 86.8%-17.7pp | 71.2%-2.1pp |
| Annual return | 0.20% | 1.29%-1.1pp | 13.22%-13.0pp | 6.52%-6.3pp |
| Employer contribution / active EE | $5,445 | $3,087+76.4% | $5,151+5.7% | $2,173+150.6% |
| Participant deferral / active EE | $4,996 | $5,379-7.1% | $6,229-19.8% | $3,597+38.9% |
| Admin fee / account holder | $45 | $60-24.9% | $9,014-99.5% | $56-20.1% |