Filed August 4, 2025 (most recent of 17 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $1,887,833 |
MFS INVESTMENT MANAGEMENT8+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $1,139,598 |
INVESCO7 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $1,099,036 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $897,890 |
LOOMIS SAYLES8+ years Service code 28 · EIN 04-3200030 | Investment Management | $861,130 |
WITHUMSMITH+BROWN, PC4 years Filed as: BROWN ADVISORY, INC. Service code 28 · EIN 52-2112409 | Investment Management | $807,348 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 47-1167553 | Investment Management | $794,298 |
PGIM INVESTMENTS6 years Filed as: PGIM INC Service code 28 · EIN 22-2540245 | Investment Management | $792,570 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $746,980 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $696,004 |
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 | $398,892-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 0.0%0pp |
| Annual return | 10.40% | 33.11%-22.7pp | 8.54%+1.9pp | 33.11%-22.7pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $37,153-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $18-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $77,551-100.0% | - |