Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS5+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $194,873 |
MERCER5+ years Service code 15 · EIN 25-1628718 | Recordkeeping | $66,530 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 35-1561860 | Bank Trustee | $50,818 |
BUCK GLOBAL, LLC5+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $34,750 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL & TITUS Service code 28 · EIN 13-2781641 | Investment Management | $34,750 |
MORNEAU SHEPELL1 year Service code 15 · EIN 52-1883918 | Recordkeeping | $27,097 |
CALLAN ASSOCIATES5+ years Filed as: CALLAN Service code 28 · EIN 47-0875103 | Investment Management | $15,779 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $3,837 |
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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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 10.15% | 12.98%-2.8pp | 14.64%-4.5pp | 13.59%-3.4pp |
| Employer contribution / active EE | $0 | $16,363-100.0% | $41,831-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |