Filed August 28, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE Service code 11 · EIN 13-5133500 | Actuarial | $124,125 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $49,557 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $34,450 |
COLUMBUS CIRCLE INVESTORS2+ years Filed as: COLUMBUS CIRCLE Service code 28 · EIN 06-1404803 | Investment Management | $27,940 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 · EIN 27-1803513 | Investment Management | $23,434 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN Service code 28 · EIN 26-2107163 | Investment Management | $23,268 |
CROWE LLP2+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $21,300 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 6.66% | 28.71%-22.1pp | 7.98%-1.3pp | 9.19%-2.5pp |
| Employer contribution / active EE | $11,962 | $15,250-21.6% | $23,724-49.6% | $12,608-5.1% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |