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 COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,188,677 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 15 · EIN 52-1883918 | Recordkeeping | $884,915 |
DELAWARE INVESTMENTS7+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $796,928 |
Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $501,382 |
LOOMIS SAYLES6 years Filed as: LOOMIS Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $316,391 |
QMA6 years Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $206,778 |
CALLAN ASSOCIATES7+ years Service code 28 · EIN 94-2192581 | Investment Management | $144,745 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $122,989 |
BUCK GLOBAL, LLC7+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $121,461 |
MITCHELL & TITUS, LLP4 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 | $444,552-100.0% | $2,286,405-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 10.5%-10.5pp | 3.7%-3.7pp |
| Annual return | 9.34% | 15.63%-6.3pp | 4.92%+4.4pp | 15.63%-6.3pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $39,114-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $79-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |