Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC7+ years Filed as: NEPC Service code 17 · EIN 26-1429809 | Pension Consulting | $1,286,914 |
Filed as: EMPOWER Service code 11 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Actuarial | $533,283 |
Filed as: SILCHESTER INTL INVESTORS LLP Service code 28 · EIN 45-3056700 | Investment Management | $347,835 |
WILLIAM BLAIR3 years Service code 28 · EIN 47-2614791 | Investment Management | $305,858 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $281,805 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 21 · EIN 04-2755549 | Bank Trustee | $106,886 |
US BANK5 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $89,910 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $63,875 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $51,432 |
WILMERHALE2 years Filed as: WILMERHALE LLP Service code 28 60 STATE STREET · BOSTON, CA 02109 | Investment Management | $51,396 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 13.46% | 9.47%+4.0pp | 7.32%+6.1pp | 15.63%-2.2pp |
| Employer contribution / active EE | $5,097 | $9,065-43.8% | $23,426-78.2% | $11,476-55.6% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |