Filed April 24, 2026 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $3,157,426 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 27 · EIN 52-1868818 | Advisory (Plan) | $1,156,550 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY Service code 50 · EIN 33-0629048 | Direct Payment | $771,033 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH INVESTMENT PARTNERS, INC Service code 50 · EIN 20-1003862 | Direct Payment | $727,773 |
Filed as: SOUTHEASTERN ASSET MGMT, INC. Service code 50 · EIN 62-0951781 | Direct Payment | $691,366 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL&GENERAL INV MGMT AMERICA, INC Service code 50 · EIN 20-8058531 | Direct Payment | $619,685 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 50 · EIN 48-1140940 | Direct Payment | $618,811 |
ALTRINSIC GLOBAL ADVISORS, LLC1+ years Service code 50 · EIN 30-0016268 | Direct Payment | $593,198 |
Service code 50 · EIN 41-1923871 | Direct Payment | $590,729 |
COHEN & STEERS1+ years Filed as: COHEN & STEERS CAPITAL MGMT, INC. Service code 50 · EIN 13-3353336 | Direct Payment | $559,992 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | -2.99% | 3.03%-6.0pp | -0.81%-2.2pp | -0.08%-2.9pp |
| Employer contribution / active EE | $7,111 | $7,443-4.5% | $38,425-81.5% | $7,991-11.0% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |