Filed December 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 23-3060382 | Securities Custodian | $45,282 |
GOLDMAN SACHS1+ years Filed as: UNITED CAPITAL Service code 28 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $40,887 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $28,920 |
OWEN AND TRUBAN, PLC1+ years Service code 29 · EIN 54-1102311 | Legal | $9,040 |
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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.
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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | -0.36% | 5.68%-6.0pp | 4.74%-5.1pp | 4.56%-4.9pp |
| Employer contribution / active EE | $30,000 | $16,243+84.7% | $36,089-16.9% | $15,526+93.2% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |