Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 1,942 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: LIFEWORKS Service code 15 · EIN 52-1883918 | Recordkeeping | $892,746 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $789,241 |
DELAWARE INVESTMENTS8+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $697,616 |
Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $501,995 |
AB FUNDS2 years Filed as: ALLIANCEBERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $223,992 |
LOOMIS SAYLES7 years Filed as: LOOMIS Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $205,432 |
CALLAN ASSOCIATES8+ years Service code 28 · EIN 94-2192581 | Investment Management | $147,625 |
BUCK GLOBAL, LLC8+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $136,706 |
MITCHELL & TITUS, LLP5 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $40,750 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $18,425 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $2,278,297-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 5.6%-5.6pp | 1.5%-1.5pp |
| Annual return | -22.95% | 23.41%-46.4pp | 111.29%-134.2pp | 23.41%-46.4pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $46,003-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $62-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |