Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $42,957 |
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 | $0 | $261,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | -3.85% | 73.13%-77.0pp | -2.99%-0.9pp | 73.13%-77.0pp |
| Employer contribution / active EE | $28,626 | $8,421+239.9% | $41,623-31.2% | $8,421+239.9% |
| Participant deferral / active EE | $0 | $293-100.0% | $35-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $38,841-100.0% | - |