Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC1+ years Filed as: NEPC Service code 28 · EIN 04-3074835 | Investment Management | $1,179,792 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $803,067 |
Filed as: GREAT WEST TRUST CO LLC Service code 28 8525 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $447,651 |
Filed as: PUTNAM Service code 28 · EIN 06-6556445 | Investment Management | $416,968 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-3040307 | Investment Management | $399,526 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $292,617 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 45-3626181 | Investment Management | $185,155 |
Service code 28 · EIN 27-4085435 | Investment Management | $139,990 |
WESTWOOD TRUST1+ years Service code 28 · EIN 75-2969997 | Investment Management | $122,009 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON Service code 28 · EIN 04-6913417 | Investment Management | $90,792 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -3.26% | -1.23%-2.0pp | -3.43%+0.2pp | 1.67%-4.9pp |
| Employer contribution / active EE | $47,743 | $11,541+313.7% | $25,607+86.4% | $10,506+354.4% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |