Filed August 4, 2025 (most recent of 17 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $1,417,169 |
LOOMIS SAYLES4+ years Service code 28 · EIN 04-3200030 | Investment Management | $1,273,450 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $1,100,685 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN ADVISORY CAVANAUGH Service code 28 · EIN 52-2112409 | Investment Management | $946,665 |
INVESCO4+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $938,344 |
PGIM INVESTMENTS2 years Filed as: PGIM INC Service code 28 · EIN 22-2540245 | Investment Management | $900,506 |
ABERDEEN ASSET MANAGEMENT, INC.4+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $873,359 |
BOSTON PARTNERS4+ years Service code 28 · EIN 98-2020744 | Investment Management | $791,933 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $690,797 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 47-1167553 | Investment Management | $615,220 |
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 | $0 | $286,273-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 0.0%0pp |
| Annual return | 22.23% | 1023.85%-1001.6pp | 10.78%+11.5pp | 1023.85%-1001.6pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $41,857-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $59-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $83,605-100.0% | - |