Filed August 4, 2025 (most recent of 17 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $1,348,147 |
LOOMIS SAYLES5+ years Service code 28 · EIN 04-3200030 | Investment Management | $1,269,097 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY, INC. Service code 28 · EIN 52-2112409 | Investment Management | $1,023,492 |
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $1,015,636 |
PGIM INVESTMENTS3 years Filed as: PGIM INC Service code 28 · EIN 22-2540245 | Investment Management | $995,848 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $975,151 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 47-1167553 | Investment Management | $892,774 |
INVESCO5+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $845,717 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $810,770 |
BOSTON PARTNERS5+ years Service code 28 · EIN 98-2020744 | Investment Management | $757,876 |
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 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 12.05% | 5230.06%-5218.0pp | 175.18%-163.1pp | 5230.06%-5218.0pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $38,590-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $8-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |