Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS4+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $209,960 |
MERCER4+ years Service code 15 · EIN 25-1628718 | Recordkeeping | $112,185 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 35-1561860 | Bank Trustee | $53,099 |
BUCK GLOBAL, LLC4+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $48,210 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS Service code 28 · EIN 13-2781641 | Investment Management | $26,460 |
CALLAN ASSOCIATES4+ years Filed as: CALLAN Service code 28 · EIN 47-0875103 | Investment Management | $15,549 |
Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $1,295 |
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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 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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -0.92% | -1.56%+0.6pp | -2.18%+1.3pp | 10.56%-11.5pp |
| Employer contribution / active EE | $0 | $15,244-100.0% | $38,751-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |