Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $443,998 |
PIMCO FUNDS8+ years Filed as: PIMCO INVESTMENT MANAGEMENT CO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $400,011 |
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $357,291 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $311,701 |
Filed as: PRINCIPAL FINANCIAL GROUP INC Service code 18 · EIN 51-0099493 | Custodial (other than securities); Ot... | $79,228 |
AMERICAN FUNDS1 year Filed as: CAPITAL INTERNATIONAL INC Service code 27 · EIN 95-4154361 | Advisory (Plan) | $75,733 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Other services; Custodial (other than... | $25,761 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -12.74% | -10.35%-2.4pp | -38.86%+26.1pp | 2.78%-15.5pp |
| Employer contribution / active EE | $0 | $8,768-100.0% | $37,756-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |