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 COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,046,984 |
MERCER4+ years Service code 64 · EIN 25-1628718 | Recordkeeping Fees | $1,025,204 |
DELAWARE INVESTMENTS4+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $813,625 |
Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $473,480 |
LOOMIS SAYLES3 years Filed as: LOOMIS Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $377,402 |
QMA3 years Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $346,300 |
CALLAN ASSOCIATES4+ years Service code 28 · EIN 94-2192581 | Investment Management | $137,102 |
BUCK GLOBAL, LLC4+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $88,084 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $41,160 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $30,812 |
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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 | $21,578,776-100.0% | $311,837-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -5.86% | 33.37%-39.2pp | 4677.09%-4682.9pp | 33.37%-39.2pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $49,501-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $312-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | - | $99,113-100.0% |