Filed August 4, 2025 (most recent of 17 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $1,950,981 |
LOOMIS SAYLES9+ years Service code 28 · EIN 04-3200030 | Investment Management | $1,473,322 |
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,414,443 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 47-1167553 | Investment Management | $1,241,171 |
INVESCO8 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $932,143 |
PGIM INVESTMENTS7 years Filed as: PGIM INC Service code 28 · EIN 22-2540245 | Investment Management | $813,435 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $777,102 |
MFS INVESTMENT MANAGEMENT9+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $593,240 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $444,407 |
WITHUMSMITH+BROWN, PC5 years Filed as: BROWN ADVISORY, INC. Service code 28 · EIN 52-2112409 | Investment Management | $403,192 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | -2.18% | 9.30%-11.5pp | 8.61%-10.8pp | 9.30%-11.5pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $33,046-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $8-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |