Filed April 10, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA1 year Filed as: COLUMBIA MGMT INV ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $315,758 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-3180817 | Investment Management | $129,297 |
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $92,467 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $26,087 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $18,839 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $16,918 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 9.13% | 5.13%+4.0pp | 4.74%+4.4pp | 7.18%+1.9pp |
| Employer contribution / active EE | $24,510 | $14,689+66.9% | $36,089-32.1% | $13,095+87.2% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |