Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $93,625 |
MERCER1 year Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-1439577 | Actuarial | $79,715 |
Service code 10 · EIN 13-4008324 | Accounting | $78,836 |
COVINGTON & BURLING LLP1 year Filed as: COVINGTON & BURLING, LLP Service code 29 · EIN 53-0018841 | Legal | $70,561 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MGT. INC. Service code 21 · EIN 13-3806691 | Bank Trustee | $33,759 |
BSR & CO.1 year Service code 10 | Accounting | $19,490 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $13,870 |
EVOLVE BANK AND TRUST1 year Service code 49 · EIN 71-0057070 | Other Services | $13,343 |
EVESTMENT ALLIANCE LLC1 year Filed as: EVESTMENT Service code 27 · EIN 58-1433845 | Advisory (Plan) | $5,939 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $248,520-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 13.98% | 24.48%-10.5pp | 239.57%-225.6pp | 24.48%-10.5pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $43,837-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $34 | $501-93.3% | $575-94.1% | $501-93.3% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,083-100.0% | $2,968,729-100.0% |