Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PIMCO INVESTMENT MANAGEMENT CO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $709,914 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $393,683 |
Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $370,638 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $266,247 |
MILLIMAN, INC.3 years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $223,682 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Custodial (other than securities); Ot... | $129,463 |
AMERICAN FUNDS1 year Filed as: CAPITAL INTERNATIONAL, INC. Service code 27 · EIN 95-4154361 | Advisory (Plan) | $100,414 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $36,939 |
RBC GLOBAL ASSET MANAGEMENT5+ years Service code 27 · EIN 41-1460668 | Advisory (Plan) | $20,097 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 28 · EIN 04-3287964 | Investment Management | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 28.54% | 34.64%-6.1pp | 20.73%+7.8pp | 21.83%+6.7pp |
| Employer contribution / active EE | $0 | $7,654-100.0% | $36,503-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |