Filed May 27, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $231,714 |
ELLWOOD ASSOCIATES1+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $35,718 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $21,262 |
TATE & TRYON1+ years Service code 10 · EIN 52-1855942 | Accounting | $15,950 |
THE CARLYLE GROUP1+ years Filed as: WOMBLE, CARLYLE, SANDRIDGE, & RICE Service code 29 · EIN 56-0308470 | Legal | $5,645 |
PRIMECAP ODYSSEY FUNDS1+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -2.82% | -0.85%-2.0pp | -1.08%-1.7pp | -7.14%+4.3pp |
| Employer contribution / active EE | $55,556 | $14,391+286.1% | $35,779+55.3% | $14,613+280.2% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |