Filed August 25, 2026
Total covered: 555 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $2,009,127 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MGT LP Service code 28 · EIN 13-3575636 | Investment Management | $1,210,743 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: J.P. MORGAN PRIVATE EQUITY Service code 24 · EIN 13-3200244 | Discretionary Trustee | $601,431 |
MARATHON ASSET MANAGEMENT4+ years Service code 28 · EIN 22-3321401 | Investment Management | $519,415 |
BLACKROCK4+ years Filed as: BLACKROCK INSTN'L TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $420,712 |
THE TOWNSEND GROUP4+ years Service code 28 · EIN 45-3073569 | Investment Management | $407,234 |
EATON VANCE2 years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-3101341 | Investment Management | $304,373 |
WELLS FARGO BANK, N.A.4+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $253,645 |
INVESTEC ASSET MANAGEMENT4+ years Service code 28 · EIN 27-3203031 | Investment Management | $238,125 |
Filed as: MFS HERITAGE TRUST COMPANY Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $219,790 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $221,583-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -4.28% | 73.13%-77.4pp | -6.55%+2.3pp | 73.13%-77.4pp |
| Employer contribution / active EE | $13,363 | $8,421+58.7% | $21,653-38.3% | $8,421+58.7% |
| Participant deferral / active EE | $0 | $293-100.0% | $160-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,920-100.0% | - |