Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 13-3040307 | Investment Management | $525,423 |
Filed as: PUTNAM FIDUCIARY TRUST COMPANY Service code 28 · EIN 04-2777224 | Investment Management | $523,438 |
Service code 28 · EIN 13-3987414 | Investment Management | $489,159 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $364,320 |
NEPC, LLC3+ years Filed as: NEPC Service code 28 · EIN 26-1429809 | Investment Management | $312,793 |
GOLDMAN SACHS1 year Filed as: COPPER ROCK CAPITAL PARTNERS LLC Service code 28 · EIN 75-3179897 | Investment Management | $246,365 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $183,737 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $181,683 |
Filed as: GREAT-WEST FINANCIAL RET. PLAN SERV Service code 14 · EIN 84-0467907 | Plan Administrator | $181,068 |
WESTWOOD TRUST3+ years Service code 28 · EIN 75-1447785 | Investment Management | $157,457 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 15.30% | 15.82%-0.5pp | 16.78%-1.5pp | 17.84%-2.5pp |
| Employer contribution / active EE | $21,962 | $19,885+10.4% | $26,328-16.6% | $14,688+49.5% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |