Filed August 4, 2025 (most recent of 17 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $1,493,385 |
INVESCO7+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $1,419,733 |
MFS INVESTMENT MANAGEMENT7+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $1,169,424 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,011,316 |
LOOMIS SAYLES7+ years Service code 28 · EIN 04-3200030 | Investment Management | $976,793 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 47-1167553 | Investment Management | $919,027 |
PGIM INVESTMENTS5 years Filed as: PGIM INC Service code 28 · EIN 22-2540245 | Investment Management | $898,906 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN ADVISORY, INC. Service code 28 · EIN 52-2112409 | Investment Management | $869,469 |
BOSTON PARTNERS7+ years Service code 28 · EIN 98-2020744 | Investment Management | $725,645 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $613,151 |
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 | $2,456,633-100.0% | $565,817-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 29.9%-29.9pp | 1.5%-1.5pp |
| Annual return | -17.94% | 23.41%-41.4pp | -8.80%-9.1pp | 23.41%-41.4pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $43,463-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $12-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $866-100.0% | $14,884-100.0% |