Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $235,336 |
MERCER3 years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-1439577 | Actuarial | $118,773 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 · EIN 13-4008324 | Accounting | $57,264 |
COVINGTON & BURLING LLP3 years Filed as: COVINGTON & BURLING, LLP Service code 29 · EIN 53-0018841 | Legal | $48,905 |
Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 23 · EIN 13-5581829 | Insurance services; Insurance brokera... | $28,285 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $24,552 |
EVESTMENT ALLIANCE LLC3 years Filed as: EVESTMENT Service code 27 · EIN 58-1433845 | Advisory (Plan) | $8,989 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $397,815-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 33.6%-33.6pp | 3.7%-3.7pp |
| Annual return | 9.24% | 15.63%-6.4pp | 9.74%-0.5pp | 15.63%-6.4pp |
| Employer contribution / active EE | $1,313 | $11,476-88.6% | $39,474-96.7% | $11,476-88.6% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $135-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $10,161-100.0% | $429-100.0% |