Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS6+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $186,666 |
MORNEAU SHEPELL2 years Service code 15 · EIN 52-1883918 | Recordkeeping | $93,569 |
BUCK GLOBAL, LLC6+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $63,071 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 35-1561860 | Bank Trustee | $53,876 |
MITCHELL & TITUS, LLP3 years Filed as: MITCHELL & TITUS Service code 28 · EIN 13-2781641 | Investment Management | $34,750 |
CALLAN ASSOCIATES6+ years Filed as: CALLAN Service code 28 · EIN 47-0875103 | Investment Management | $15,795 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $5,618 |
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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 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 19.3%-19.3pp | 13.5%-13.5pp |
| Annual return | 14.54% | 9.55%+5.0pp | 9.52%+5.0pp | 9.29%+5.3pp |
| Employer contribution / active EE | $0 | $20,722-100.0% | $41,951-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |