Filed January 16, 2026 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $20,698,107 |
BUCH CONSTRUCTION, INC.2 years Service code 49 · EIN 52-1462035 | Other Services | $3,655,534 |
RBC GLOBAL ASSET MANAGEMENT10+ years Service code 28 · EIN 41-1460668 | Investment Management | $3,639,541 |
RCP ADVISORS 2, LLC5 years Filed as: RCP ADVISORS 2,LLC Service code 28 · EIN 45-5510695 | Investment Management | $2,774,778 |
PAYDEN & RYGEL10+ years Service code 51 · EIN 95-3921788 | Investment Mgmt Fees | $2,753,191 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $2,698,959 |
XPERIS IT COMPANY10+ years Service code 16 · EIN 47-1728257 | Consulting | $2,495,255 |
INVESTMENT STAFF10+ years Service code 30 · EIN 53-0181657 | Employee (plan); Direct payment from ... | $2,302,585 |
THE BANK OF NEW YORK MELLON5 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $2,289,878 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $1,910,445 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.76% | 10.11%-0.3pp | 8.10%+1.7pp | 8.85%+0.9pp |
| Employer contribution / active EE | $2,745 | $12,795-78.5% | $28,649-90.4% | $8,529-67.8% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |