Filed August 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE Service code 11 · EIN 13-5133500 | Actuarial | $183,225 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $47,278 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $42,000 |
ACADIAN ASSET MANAGEMENT LLC3+ years Filed as: ACADIAN Service code 28 · EIN 26-2107163 | Investment Management | $27,593 |
INCOME RESEARCH & MANAGEMENT3+ years Service code 28 · EIN 27-1803513 | Investment Management | $25,601 |
CROWE LLP1 year Filed as: CROWE LLC Service code 10 · EIN 35-0921680 | Accounting | $21,900 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 12.98% | 35.86%-22.9pp | 10.53%+2.5pp | 17.84%-4.9pp |
| Employer contribution / active EE | $23,215 | $23,588-1.6% | $29,360-20.9% | $14,688+58.1% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |