Filed December 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 23-3060382 | Securities Custodian | $55,689 |
GOLDMAN SACHS3+ years Filed as: UNITED CAPITAL Service code 28 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $48,462 |
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $19,655 |
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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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | 1.64% | -1.56%+3.2pp | -2.18%+3.8pp | 10.56%-8.9pp |
| Employer contribution / active EE | $4,674 | $15,244-69.3% | $38,751-87.9% | $13,643-65.7% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |