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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMINISTRATION Service code 10 · EIN 91-1363171 | Accounting | $285,096 |
MEKETA INVESTMENT GROUP4 years Service code 27 · EIN 41-1762771 | Advisory (Plan) | $132,556 |
SEGALL BRYANT & HAMILL9 years Service code 28 · EIN 41-1788385 | Investment Management | $91,449 |
REINHART PARTNERS, INC.10+ years Service code 28 · EIN 39-1711628 | Investment Management | $48,873 |
ABRDN INC5 years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 1735 MARKET ST, 32 FLOOR · PHILADELPHIA, PA 191037094 | Investment Management | $27,687 |
BENDA, GRACE, STULZ & COMPANY, P.C.10+ years Service code 10 · EIN 38-2284921 | Accounting | $24,000 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $20,769 |
WILLIAM BLAIR9 years Filed as: WILLIAM BLAIR FUNDS Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $18,810 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 · EIN 04-0225081 | Investment Management | $14,188 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 49 222 DELAWARE AVENUE · WILMINGTON, DE 19801 | Other Services | $12,364 |
13 funds hold $58.9M of the plan's $129M. From the 2025 filing. Recordkeeper: TIC International.
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Global Advisor State Street (SSgA) · Mutual fund Index | $27.1M | 46.1% |
| Loomis High Yield Conservating Trust Natixis IM · Other | $6.4M | 10.9% |
| Emerging Markets Bond Fund Manager not matched · Mutual fund | $6.1M | 10.4% |
| Artisan International Equity Collective Fund Artisan Partners · Collective trust | $2.5M | 4.2% |
| GQG Partners International Equity CIT GQG Partners · Collective trust | $2.2M | 3.7% |
| Altrinsic International Equity Fund Manager not matched · Mutual fund | $2.2M | 3.7% |
| ABS Emerging Strategic Portfolio, L.P. Manager not matched · Mutual fund | $2.1M | 3.5% |
| Cedar Street Asset International Small Cap Fund, L.P Manager not matched · Mutual fund | $2.0M | 3.4% |
| Reliance Driehaus International Small Cap Growth Fund Manager not matched · Mutual fund | $2.0M | 3.3% |
| DFA Emerging Markets Value Bond Fund Dimensional · Mutual fund | $1.9M | 3.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.