Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK7+ years Filed as: BLACKROCK INST. TRUST CO. Service code 28 · EIN 94-6581660 | Investment Management | $242,025 |
THE BANK OF NEW YORK MELLON7+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $31,776 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $97,450-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 41.9%-41.9pp | 3.7%-3.7pp |
| Annual return | 4.26% | 15.63%-11.4pp | 10.56%-6.3pp | 15.63%-11.4pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $28,542-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $484-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,464-100.0% | $429-100.0% |