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 COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $989,241 |
DELAWARE INVESTMENTS5+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $786,906 |
MERCER5+ years Service code 64 · EIN 25-1628718 | Recordkeeping Fees | $654,208 |
Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $482,434 |
LOOMIS SAYLES4 years Filed as: LOOMIS Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $350,248 |
QMA4 years Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $266,209 |
MORNEAU SHEPELL1 year Service code 15 · EIN 52-1883918 | Recordkeeping | $216,441 |
CALLAN ASSOCIATES5+ years Service code 28 · EIN 94-2192581 | Investment Management | $139,129 |
BUCK GLOBAL, LLC5+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $99,200 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $40,750 |
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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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 21.43% | 21.83%-0.4pp | 12.90%+8.5pp | 21.83%-0.4pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $53,929-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $78-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |