Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Filed as: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $938,072 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON GROUP HOLDINGS LLP Service code 28 · EIN 47-1167553 | Investment Management | $571,156 |
RYAN LABS ASSET MANAGEMENT7+ years Filed as: RYAN LABS, INC. Service code 28 · EIN 13-3451974 | Investment Management | $367,089 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $128,464 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $110,414 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $47,500 |
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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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 2.73% | 11.84%-9.1pp | 8.95%-6.2pp | 13.24%-10.5pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |