Filed April 24, 2026 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,794,105 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE Service code 27 · EIN 52-1868818 | Advisory (Plan) | $2,226,944 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 50 · EIN 33-0629048 | Direct Payment | $1,924,817 |
LEGAL & GENERAL INVESTMENT5+ years Filed as: LEGAL&GENERAL INV MGMT AMERICA, INC Service code 50 · EIN 20-8058531 | Direct Payment | $1,369,849 |
NISA INVESTMENT ADVISORS, LLC5+ years Service code 50 · EIN 48-1140940 | Direct Payment | $1,068,953 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MSIM EMERGING MARKETS LEADERS TRUST Service code 28 · EIN 13-3040307 | Investment Management | $861,929 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-0025081 | Investment management fees paid direc... | $667,181 |
HARRISON STREET1 year Filed as: HARRISON STREET CORE PROP FUND C LP Service code 50 · EIN 81-3056607 | Direct Payment | $431,368 |
Service code 50 · EIN 53-0181291 | Direct Payment | $414,786 |
Filed as: MFS HERITAGE TRUST CO Service code 50 · EIN 02-0507414 | Direct Payment | $255,402 |
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 22.34% | 18.43%+3.9pp | 14.64%+7.7pp | 24.48%-2.1pp |
| Employer contribution / active EE | $2,250 | $6,699-66.4% | $41,831-94.6% | $9,418-76.1% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |