Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS7+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $160,380 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 15 · EIN 52-1883918 | Recordkeeping | $90,874 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 35-1561860 | Bank Trustee | $59,046 |
BUCK GLOBAL, LLC7+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $57,315 |
MITCHELL & TITUS, LLP4 years Filed as: MITCHELL & TITUS Service code 28 · EIN 13-2781641 | Investment Management | $34,750 |
CALLAN ASSOCIATES7+ years Filed as: CALLAN Service code 28 · EIN 47-0875103 | Investment Management | $14,810 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $9,164 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | -0.73% | 11.99%-12.7pp | 8.95%-9.7pp | 18.35%-19.1pp |
| Employer contribution / active EE | $0 | $18,406-100.0% | $46,559-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |