Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION2 years Filed as: XEROX Service code 35 · EIN 32-0293031 | Employee (plan sponsor) | $820,141 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159630 | Actuarial | $703,022 |
EVERCORE TRUST COMPANY2 years Filed as: EVERCORE Service code 51 · EIN 26-4691954 | Investment Mgmt Fees | $178,260 |
FRAZIER & DEETER, LLC3+ years Service code 10 · EIN 58-1433845 | Accounting | $25,950 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $24,900 |
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 | $7,764,297-100.0% | $280,855-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | 10.77% | -1.95%+12.7pp | -0.70%+11.5pp | -1.95%+12.7pp |
| Employer contribution / active EE | $6,560 | $9,243-29.0% | $28,903-77.3% | $9,243-29.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $148-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,852-100.0% | $62,356-100.0% |