Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC2+ years Filed as: NEPC Service code 28 · EIN 26-1429809 | Investment Management | $1,023,777 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-3040307 | Investment Management | $439,362 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $350,740 |
Filed as: PUTNAM Service code 28 · EIN 06-6556445 | Investment Management | $290,311 |
GEORGIAN PARTNERS1 year Service code 28 | Investment Management | $201,446 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 45-3626181 | Investment Management | $196,780 |
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $193,872 |
Filed as: GREAT-WEST FINANCIAL RET. PLAN SVCS Service code 14 · EIN 84-0467907 | Plan Administrator | $126,972 |
Service code 28 · EIN 27-4085435 | Investment Management | $118,177 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON Service code 28 · EIN 04-6913417 | Investment Management | $96,594 |
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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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 5.51% | 6.04%-0.5pp | 5.44%+0.1pp | 9.19%-3.7pp |
| Employer contribution / active EE | $4,486 | $12,925-65.3% | $25,481-82.4% | $12,608-64.4% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |