Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $204,123 |
MERCER6 years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-1439577 | Actuarial | $151,235 |
PRICEWATERHOUSECOOPERS LLP6 years Service code 10 · EIN 13-4008324 | Accounting | $105,218 |
ALBOURNE AMERICA LLC2 years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $62,238 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $57,000 |
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $39,553 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $18,684 |
Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 23 · EIN 13-5581829 | Direct payment from the plan; Insuran... | $14,752 |
BSR & CO.6 years Service code 10 | Accounting | $11,890 |
COVINGTON & BURLING LLP1 year Filed as: COVINGTON AND BURLING LLP Service code 29 · EIN 53-0188411 | Legal | $11,359 |
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 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 6.53% | 9.30%-2.8pp | 6.89%-0.4pp | 9.30%-2.8pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $43,868-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $44-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |