Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK8+ years Filed as: BLACKROCK INST. TRUST CO. Service code 28 · EIN 94-6581660 | Investment Management | $170,500 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $24,069 |
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 | $2,456,633-100.0% | $56,546-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 50.6%-50.6pp | 1.5%-1.5pp |
| Annual return | -22.31% | 23.41%-45.7pp | -11.22%-11.1pp | 23.41%-45.7pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $32,882-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $579-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,473-100.0% | $14,884-100.0% |