Filed April 10, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA4 years Filed as: COLUMBIA MGMT INV ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $326,123 |
DELOITTE & TOUCHE LLP5+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $45,763 |
PLANTE & MORAN, PLLC5+ years Service code 10 · EIN 38-1357951 | Accounting | $12,118 |
INVESCO3 years Service code 28 · EIN 98-0557567 | Investment Management | $10,244 |
AEW CAPITAL MANAGEMENT3 years Service code 28 TWO SEAPORT LANE · BOSTON, MA 022102021 | Investment Management | $5,890 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $2,439 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 23.88% | 33.70%-9.8pp | 14.64%+9.2pp | 53.27%-29.4pp |
| Employer contribution / active EE | $0 | $14,473-100.0% | $41,831-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |