Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON GROUP HOLDINGS LLP Service code 28 · EIN 47-1167553 | Investment Management | $392,257 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS, INC. Service code 28 · EIN 13-3451974 | Investment Management | $299,568 |
MERCER1+ years Filed as: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $217,051 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $160,646 |
THE BANK OF NEW YORK MELLON1+ years Service code 99 · EIN 13-5160382 | Other Fees | $113,356 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $80,904 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $27,935 |
GRAY CALLISON & CO1+ years Service code 10 · EIN 56-1285792 | Accounting | $9,750 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -0.37% | -0.09%-0.3pp | -0.81%+0.4pp | 1.67%-2.0pp |
| Employer contribution / active EE | $0 | $11,440-100.0% | $38,425-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |