Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PIMCO INVESTMENT MANAGEMENT CO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $559,238 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $348,426 |
RBC GLOBAL ASSET MANAGEMENT1+ years Service code 27 · EIN 41-1460668 | Advisory (Plan) | $215,921 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 27 · EIN 95-6944487 | Advisory (Plan) | $149,950 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $146,818 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 14 · EIN 94-1347393 | Plan Administrator | $68,637 |
Service code 27 · EIN 30-0320910 | Advisory (Plan) | $58,778 |
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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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -0.14% | 4.01%-4.2pp | -2.01%+1.9pp | 1.67%-1.8pp |
| Employer contribution / active EE | $18,312 | $6,352+188.3% | $34,453-46.8% | $10,506+74.3% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |