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 | $316,573 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $281,635 |
PIMCO FUNDS9+ years Filed as: PIMCO INVESTMENT MANAGEMENT CO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $279,578 |
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $278,603 |
Filed as: PRINCIPAL FINANCIAL GROUP INC Service code 18 · EIN 51-0099493 | Trustee (bank, trust company, or simi... | $104,517 |
AMERICAN FUNDS2 years Filed as: CAPITAL INTERNATIONAL INC Service code 27 · EIN 95-4154361 | Advisory (Plan) | $76,769 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 2.66% | 18.04%-15.4pp | 32.33%-29.7pp | 37.77%-35.1pp |
| Employer contribution / active EE | $0 | $10,357-100.0% | $33,964-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |