Filed August 4, 2025 (most recent of 17 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $1,223,259 |
MFS INVESTMENT MANAGEMENT6+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $1,210,602 |
LOOMIS SAYLES6+ years Service code 28 · EIN 04-3200030 | Investment Management | $1,176,938 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN ADVISORY, INC. Service code 28 · EIN 52-2112409 | Investment Management | $1,150,225 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,048,761 |
PGIM INVESTMENTS4 years Filed as: PGIM INC Service code 28 · EIN 22-2540245 | Investment Management | $991,897 |
BOSTON PARTNERS6+ years Service code 28 · EIN 98-2020744 | Investment Management | $734,271 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $721,794 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 47-1167553 | Investment Management | $720,439 |
INVESCO6+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $702,801 |
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 | $369,410-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.0%0pp |
| Annual return | 10.11% | 19.39%-9.3pp | 8.29%+1.8pp | 19.39%-9.3pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $40,774-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $26-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,495-100.0% | - |