Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $379,550 |
MERCER2 years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-1439577 | Actuarial | $68,165 |
COVINGTON & BURLING LLP2 years Filed as: COVINGTON & BURLING, LLP Service code 29 · EIN 53-0018841 | Legal | $37,611 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $32,014 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $19,147 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MGT. INC. Service code 21 · EIN 13-3806691 | Bank Trustee | $14,715 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 10.07% | 13.80%-3.7pp | 10.03%0pp | 13.80%-3.7pp |
| Employer contribution / active EE | $2,556 | $10,386-75.4% | $38,789-93.4% | $10,386-75.4% |
| Participant deferral / active EE | $25 | $448-94.4% | $74-66.2% | $448-94.4% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |