Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SANDERSON INTL ASSET MANAGEMENT Service code 28 | Investment Management | $648,642 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $298,456 |
GOLDMAN SACHS2 years Filed as: COPPER ROCK CAPITAL PARTNERS LLC Service code 28 · EIN 75-3179897 | Investment Management | $217,358 |
Filed as: PUTNAM FIDUCIARY TRUST COMPANY Service code 28 · EIN 04-2777224 | Investment Management | $207,191 |
Filed as: COLCHESTER LOCAL MARKETS DEBT FUND Service code 28 · EIN 16-6553157 885 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $203,083 |
WESTWOOD TRUST4+ years Service code 28 · EIN 75-1447785 | Investment Management | $124,696 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $115,868 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $94,496 |
US BANK2 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $77,333 |
GLOBAL TRUST COMPANY1 year Service code 28 · EIN 26-3761443 | Investment Management | $61,126 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -6.79% | 201.32%-208.1pp | 12.68%-19.5pp | 33.37%-40.2pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |