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 COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $874,128 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH Service code 15 · EIN 52-1883918 | Recordkeeping | $860,892 |
DELAWARE INVESTMENTS10+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $561,596 |
Filed as: NISA Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $451,177 |
AB FUNDS4 years Filed as: ALLIANCEBERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $184,948 |
CALLAN ASSOCIATES10+ years Service code 28 · EIN 94-2192581 | Investment Management | $152,914 |
BUCK GLOBAL, LLC10+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $152,484 |
LOOMIS SAYLES9 years Filed as: LOOMIS Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $112,820 |
CURCIO WEBB2 years Service code 16 · EIN 36-4171366 | Consulting | $63,822 |
CITRIN COOPERMAN2 years Service code 10 · EIN 22-2428965 | Accounting | $15,488 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 3.59% | 9.30%-5.7pp | 3.39%+0.2pp | 9.30%-5.7pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $31,780-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $83-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |