Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1 year Filed as: XEROX Service code 35 · EIN 32-0293031 | Employee (plan sponsor) | $1,137,381 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159630 | Actuarial | $175,473 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE Service code 51 · EIN 26-4691954 | Investment Mgmt Fees | $116,778 |
Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $33,611 |
FRAZIER & DEETER, LLC2+ years Service code 10 · EIN 58-1433845 | Accounting | $25,950 |
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 | $14,491,905-100.0% | $85,985-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 19.2%-19.2pp | 5.3%-5.3pp |
| Annual return | 9.95% | 1057.21%-1047.3pp | 14.20%-4.3pp | 1057.21%-1047.3pp |
| Employer contribution / active EE | $95,104 | $14,374+561.6% | $27,968+240.1% | $14,374+561.6% |
| Participant deferral / active EE | $0 | $351-100.0% | $576-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $6,028-100.0% | $81,210-100.0% |