Filed April 24, 2026 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,890,986 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE Service code 27 · EIN 52-1868818 | Advisory (Plan) | $1,931,682 |
Filed as: MSIM EMERGING MARKETS LEADERS TRUST Service code 28 · EIN 13-3040307 | Investment Management | $912,687 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 50 · EIN 33-0629048 | Direct Payment | $910,785 |
NISA INVESTMENT ADVISORS, LLC4+ years Service code 50 · EIN 48-1140940 | Direct Payment | $908,632 |
COHEN & STEERS4+ years Filed as: COHEN & STEERS CAPITAL MGMT, INC. Service code 50 · EIN 13-3353336 | Direct Payment | $865,597 |
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL&GENERAL INV MGMT AMERICA, INC Service code 50 · EIN 20-8058531 | Direct Payment | $845,513 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-0025081 | Custodial (securities); Direct paymen... | $756,661 |
NUVEEN4+ years Filed as: NUVEEN ASSET MANAGEMENT, LLC Service code 50 · EIN 27-4357327 | Direct Payment | $554,321 |
US BANK4+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 25 · EIN 41-6271370 | Directed Trustee | $82,261 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -11.13% | -4.58%-6.6pp | -2.18%-8.9pp | -1.95%-9.2pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $38,751-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |