Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS8+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $118,823 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS Service code 15 · EIN 52-1883918 | Recordkeeping | $85,723 |
BUCK GLOBAL, LLC8+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $66,257 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 35-1561860 | Bank Trustee | $47,638 |
MITCHELL & TITUS, LLP5 years Filed as: MITCHELL & TITUS Service code 28 · EIN 13-2781641 | Investment Management | $34,750 |
CALLAN ASSOCIATES8+ years Filed as: CALLAN Service code 28 · EIN 47-0875103 | Investment Management | $14,323 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $9,570 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -17.34% | -12.85%-4.5pp | -3.21%-14.1pp | -5.25%-12.1pp |
| Employer contribution / active EE | $0 | $16,520-100.0% | $46,051-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |