Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $278,973 |
MERCER5 years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-1439577 | Actuarial | $146,263 |
ALBOURNE AMERICA LLC1 year Service code 27 · EIN 91-2164625 | Advisory (Plan) | $57,284 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $50,000 |
PRICEWATERHOUSECOOPERS LLP5 years Service code 10 · EIN 13-4008324 | Accounting | $44,512 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $39,402 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $25,205 |
Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 23 · EIN 13-5581829 | Insurance brokerage commissions and f... | $13,089 |
BSR & CO.5 years Service code 10 | Accounting | $12,044 |
EVESTMENT ALLIANCE LLC5 years Filed as: EVESTMENT Service code 27 · EIN 58-1433845 | Advisory (Plan) | $8,999 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $331,632-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 50.0%-50.0pp | 2.2%-2.2pp |
| Annual return | 11.65% | 9.11%+2.5pp | 10.60%+1.1pp | 9.11%+2.5pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $43,831-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $166-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $25,063-100.0% | $125-100.0% |