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 COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,063,158 |
MORNEAU SHEPELL2 years Service code 15 · EIN 52-1883918 | Recordkeeping | $874,081 |
DELAWARE INVESTMENTS6+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $785,428 |
Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $484,137 |
LOOMIS SAYLES5 years Filed as: LOOMIS Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $345,316 |
QMA5 years Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $310,788 |
BUCK GLOBAL, LLC6+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $141,624 |
CALLAN ASSOCIATES6+ years Service code 28 · EIN 94-2192581 | Investment Management | $141,437 |
MITCHELL & TITUS, LLP3 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $40,750 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $28,801 |
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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 | $1,964,387-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.0%0pp |
| Annual return | 15.78% | 12.86%+2.9pp | 21681.50%-21665.7pp | 12.86%+2.9pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $87,430-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $70-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,693-100.0% | - |