Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 1,942 employees
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,016,651 |
MERCER3+ years Service code 64 · EIN 25-1628718 | Recordkeeping Fees | $914,070 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $791,742 |
Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $596,942 |
LOOMIS SAYLES2 years Filed as: LOOMIS Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $377,947 |
QMA2 years Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $328,079 |
CALLAN ASSOCIATES3+ years Service code 28 · EIN 94-2192581 | Investment Management | $134,849 |
BUCK GLOBAL, LLC3+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $76,128 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $36,348 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $25,381 |
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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 | $0 | $1,637,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 15.53% | 17.84%-2.3pp | 15.63%-0.1pp | 17.84%-2.3pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $56,677-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $93-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |