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 | $168,336 |
Service code 10 · EIN 13-4008324 | Accounting | $143,593 |
COVINGTON & BURLING LLP1 year Filed as: COVINGTON & BURLING, LLP Service code 29 · EIN 53-0018841 | Legal | $128,613 |
MERCER1 year Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-1439577 | Actuarial | $114,140 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 13-3806691 | Bank Trustee | $99,047 |
BSR & CO.1 year Service code 10 | Accounting | $35,525 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $25,282 |
EVOLVE BANK AND TRUST1 year Service code 49 · EIN 71-0057070 | Other Services | $24,322 |
EVESTMENT ALLIANCE LLC1 year Filed as: EVESTMENT Service code 27 · EIN 58-1433845 | Advisory (Plan) | $10,817 |
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 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 | $248,520-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 14.44% | 1023.85%-1009.4pp | 239.57%-225.1pp | 1023.85%-1009.4pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $43,837-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $575-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $36,083-100.0% | - |