Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Service code 16 · EIN 13-3575636 | Consulting | $454,631 |
XEROX CORPORATION1+ years Filed as: XEROX Service code 13 · EIN 32-0293031 | Contract Administrator | $126,959 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $54,097 |
FRAZIER & DEETER, LLC1+ years Service code 10 · EIN 58-1433845 | Accounting | $25,200 |
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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 10.27% | 6.68%+3.6pp | 4.72%+5.6pp | 9.19%+1.1pp |
| Employer contribution / active EE | $321,811 | $25,873+1143.8% | $30,821+944.1% | $12,608+2452.3% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |