Filed April 10, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-3180817 | Investment Management | $60,898 |
COLUMBIA1+ years Filed as: COLUMBIA MGMT INV ADVISORS LLC Service code 50 · EIN 41-1533211 | Direct Payment | $56,122 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING Service code 11 · EIN 06-1454513 | Actuarial | $48,449 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 25 · EIN 94-1347393 | Directed Trustee | $18,928 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $15,675 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 2049 CENTURY PARK EAST · LOS ANGELES, CA 90067 | Investment Management | $6,106 |
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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.
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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -4.50% | -1.13%-3.4pp | -0.81%-3.7pp | 2.81%-7.3pp |
| Employer contribution / active EE | $6,171 | $14,981-58.8% | $38,425-83.9% | $16,358-62.3% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |