Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 1,942 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 15 · EIN 52-1883918 | Recordkeeping | $910,826 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $662,257 |
DELAWARE INVESTMENTS9+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $577,150 |
Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $456,984 |
BUCK GLOBAL, LLC9+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $386,190 |
AB FUNDS3 years Filed as: ALLIANCEBERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $189,657 |
CALLAN ASSOCIATES9+ years Service code 28 · EIN 94-2192581 | Investment Management | $150,294 |
LOOMIS SAYLES8 years Filed as: LOOMIS Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $131,514 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $26,020 |
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $16,013 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $13,363-100.0% | $2,703,652-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 7.7%-7.7pp | 2.2%-2.2pp |
| Annual return | 9.19% | 9.11%+0.1pp | 7.26%+1.9pp | 9.11%+0.1pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $34,949-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $86-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | - | $125-100.0% |