Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX Service code 13 · EIN 32-0293031 | Contract Administrator | $785,136 |
GOLDMAN SACHS1+ years Service code 16 · EIN 13-3575636 | Consulting | $337,554 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $67,292 |
EVERCORE TRUST COMPANY1+ years Filed as: EVERCORE Service code 51 · EIN 26-4691954 | Investment Mgmt Fees | $58,318 |
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 | $40,289-100.0% | $442,730-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 12.5%-12.5pp | 4.2%-4.2pp |
| Annual return | 8.55% | 10.64%-2.1pp | 4.72%+3.8pp | 10.64%-2.1pp |
| Employer contribution / active EE | $76,435 | $11,561+561.1% | $30,821+148.0% | $11,561+561.1% |
| Participant deferral / active EE | $0 | $347-100.0% | $113-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $2,146-100.0% | $312-100.0% |