Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC6+ years Filed as: NEPC Service code 28 · EIN 26-1429809 | Investment Management | $1,274,114 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $825,222 |
Filed as: GREAT WEST FINANCIAL RETIREMENT Service code 11 · EIN 84-0467907 | Actuarial | $676,450 |
SANDERSON ASSET MANAGEMENT2 years Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 28 | Investment Management | $458,154 |
Service code 11 · EIN 53-0181291 | Actuarial | $328,782 |
WILLIAM BLAIR2 years Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $201,194 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $166,226 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $156,928 |
WESTWOOD TRUST6+ years Service code 28 · EIN 75-1447785 | Investment Management | $130,214 |
Service code 28 | Investment Management | $130,075 |
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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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 6.72% | 24.77%-18.0pp | -2.84%+9.6pp | 12.86%-6.1pp |
| Employer contribution / active EE | $50,738 | $13,270+282.4% | $33,329+52.2% | $13,687+270.7% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |