Filed January 15, 2026 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $323,401 |
Service code 11 · EIN 53-0181291 | Actuarial | $242,117 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $72,428 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $70,000 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $37,966 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $0 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -8.86% | -1.56%-7.3pp | -2.18%-6.7pp | 10.56%-19.4pp |
| Employer contribution / active EE | $0 | $15,244-100.0% | $38,751-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |