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 | $700,766 |
MERCER2 years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-1439577 | Actuarial | $95,286 |
COVINGTON & BURLING LLP2 years Filed as: COVINGTON & BURLING, LLP Service code 29 · EIN 53-0018841 | Legal | $69,242 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $61,290 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 13-3806691 | Bank Trustee | $60,133 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $35,250 |
EVESTMENT ALLIANCE LLC2 years Filed as: EVESTMENT Service code 27 · EIN 58-1433845 | Advisory (Plan) | $8,687 |
BSR & CO.2 years Service code 10 | Accounting | $6,939 |
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 | 11.16% | 5230.06%-5218.9pp | 10.03%+1.1pp | 5230.06%-5218.9pp |
| Employer contribution / active EE | $49,649 | $10,491+373.2% | $38,789+28.0% | $10,491+373.2% |
| Participant deferral / active EE | $0 | $460-100.0% | $74-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |