Filed August 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP4+ years Filed as: DELOITTE Service code 11 · EIN 13-5133500 | Actuarial | $130,545 |
Filed as: JPMORGAN CHASE Service code 28 · EIN 13-4994650 | Investment Management | $115,726 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $56,417 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $42,000 |
INCOME RESEARCH & MANAGEMENT4+ years Service code 28 · EIN 27-1803513 | Investment Management | $31,297 |
ACADIAN ASSET MANAGEMENT LLC4+ years Filed as: ACADIAN Service code 28 · EIN 26-2107163 | Investment Management | $30,040 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $20,000 |
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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 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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -4.21% | 39.99%-44.2pp | 4.36%-8.6pp | 33.37%-37.6pp |
| Employer contribution / active EE | $0 | $11,066-100.0% | $27,383-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |