Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-1439577 | Actuarial | $108,180 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $90,363 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $57,000 |
PRICEWATERHOUSECOOPERS LLP6 years Service code 10 · EIN 13-4008324 | Accounting | $46,612 |
ALBOURNE AMERICA LLC2 years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $28,938 |
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $17,556 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $8,345 |
BSR & CO.6 years Service code 10 | Accounting | $5,254 |
COVINGTON & BURLING LLP1 year Filed as: COVINGTON AND BURLING LLP Service code 29 · EIN 53-0018841 | Legal | $5,254 |
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 6.26% | 8.85%-2.6pp | 6.89%-0.6pp | 8.85%-2.6pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $43,868-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $39 | $399-90.3% | $44-13.0% | $399-90.3% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |