Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 45-3056700 | Investment Management | $392,608 |
NEPC, LLC8+ years Filed as: NEPC Service code 17 · EIN 26-1429809 | Pension Consulting | $352,456 |
Filed as: EMPOWER Service code 11 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Actuarial | $279,942 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $266,569 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $260,885 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $195,349 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $88,700 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 21 · EIN 04-2755549 | Bank Trustee | $83,552 |
BRINKER CAPITAL1 year Filed as: ORION CAPITAL MANAGERS, LLP Service code 28 | Investment Management | $78,887 |
US BANK6 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $35,217 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -11.94% | 87.23%-99.2pp | -5.12%-6.8pp | 23.41%-35.3pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |