Filed August 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE Service code 11 · EIN 13-5133500 | Actuarial | $137,750 |
COLUMBUS CIRCLE INVESTORS1+ years Filed as: COLUMBUS CIRCLE Service code 28 · EIN 06-1404803 | Investment Management | $52,926 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $45,888 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $26,500 |
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $20,400 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 28 · EIN 27-1803513 | Investment Management | $15,331 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN Service code 28 · EIN 26-2107163 | Investment Management | $6,903 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -0.59% | 0.61%-1.2pp | -2.90%+2.3pp | 1.67%-2.3pp |
| Employer contribution / active EE | $5,959 | $9,133-34.7% | $27,990-78.7% | $10,506-43.3% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |