Filed August 25, 2026
Total covered: 555 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,067,476 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 28 · EIN 13-3575636 | Investment Management | $780,484 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN PRIVATE EQUITY Service code 24 · EIN 13-3200244 | Discretionary Trustee | $424,220 |
MARATHON ASSET MANAGEMENT2+ years Service code 28 · EIN 22-3321401 | Investment Management | $326,496 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $194,162 |
THE TOWNSEND GROUP2+ years Service code 28 · EIN 45-3073569 | Investment Management | $189,873 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $170,747 |
INVESTEC ASSET MANAGEMENT2+ years Service code 28 · EIN 27-3203031 | Investment Management | $142,884 |
SHENKMAN CAPITAL MANAGEMENT2+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC Service code 28 461 FIFTH AVENUE · NEW YORK, NY 10017 | Investment Management | $136,454 |
CORECOMMODITY MANAGEMENT, LLC2+ years Service code 72 · EIN 65-1211841 | Other investment fees and expenses | $119,439 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 5.19% | 9.70%-4.5pp | 1.15%+4.0pp | 9.19%-4.0pp |
| Employer contribution / active EE | $4,928 | $15,369-67.9% | $26,339-81.3% | $12,608-60.9% |
| Participant deferral / active EE | $0 | $317-100.0% | $178-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |