The original documents
Deadline: December 3, 2026
See the original on procurement.opengov.com
Bidding it yourself? Get the full package and submit on OpenGov before December 3, 2026.
What they need
- Plan sizeApproximately $216 million in assets, 1,000 participant accounts, 450 active contributors, and 3,200 eligible employees.
- ConversionConsolidate four providers into one, with target date fund re-enrollment and phased transfers of restricted assets over up to five years.
- AdministrationSupport biweekly Workday payroll files, distributions, loans, emergency withdrawals, domestic relations orders, death claims, and tax reporting.
- Participant supportProvide secure participant and administrator portals, quarterly statements, and ongoing onsite and virtual education.
- PricingQuote fixed basis point fees for fully open architecture investments and an alternative including a proprietary cash preservation fund. Include managed account pricing and any separate service fees.
- TermTen years with firm pricing.
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XL Eagle