Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC9+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $219,854 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $103,230 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 15 · EIN 52-1883918 | Recordkeeping | $87,184 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 35-1561860 | Bank Trustee | $41,024 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & CO Service code 10 · EIN 22-2428965 | Accounting | $16,013 |
CALLAN ASSOCIATES9+ years Filed as: CALLAN Service code 27 · EIN 47-0875103 | Advisory (Plan) | $14,048 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $9,104 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $2,396 |
MITCHELL & TITUS, LLP6 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $1,738 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $265,195-100.0% | $422,209-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.8%-55.8pp |
| Annual return | 7.85% | 13.43%-5.6pp | 12.68%-4.8pp | 24.44%-16.6pp |
| Employer contribution / active EE | $600,000 | $48,174+1145.5% | $41,626+1341.4% | $41,356+1350.8% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |