Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $538,573 |
RYAN LABS ASSET MANAGEMENT4+ years Filed as: RYAN LABS, INC. Service code 28 · EIN 13-3451974 | Investment Management | $450,696 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON GROUP HOLDINGS LLP Service code 28 · EIN 47-1167553 | Investment Management | $440,754 |
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $148,503 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $107,861 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $40,000 |
GRAY CALLISON & CO4+ years Service code 10 · EIN 56-1285792 | Accounting | $10,250 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -2.40% | -0.94%-1.5pp | -2.18%-0.2pp | 33.37%-35.8pp |
| Employer contribution / active EE | $0 | $12,464-100.0% | $38,751-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |