Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $829,368 |
Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 28 · EIN 20-0348128 | Investment Management | $685,018 |
NEPC, LLC5+ years Filed as: NEPC Service code 28 · EIN 26-1429809 | Investment Management | $360,425 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $287,773 |
Service code 28 · EIN 16-6553157 | Investment Management | $275,333 |
WILLIAM BLAIR1 year Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $180,490 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $177,876 |
WESTWOOD TRUST5+ years Service code 28 · EIN 75-1447785 | Investment Management | $166,641 |
Filed as: PUTNAM FIDUCIARY TRUST COMPANY Service code 28 · EIN 04-2777224 | Investment Management | $154,675 |
US BANK3 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $75,747 |
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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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 17.16% | 22.40%-5.2pp | 29.77%-12.6pp | 21.83%-4.7pp |
| Employer contribution / active EE | $13,656 | $13,519+1.0% | $33,607-59.4% | $12,237+11.6% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |