Filed August 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP5+ years Filed as: DELOITTE Service code 11 · EIN 13-5133500 | Actuarial | $131,665 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE Service code 28 · EIN 13-4994650 | Investment Management | $123,490 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $62,604 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $42,000 |
INCOME RESEARCH & MANAGEMENT5+ years Service code 28 · EIN 27-1803513 | Investment Management | $35,559 |
ACADIAN ASSET MANAGEMENT LLC5+ years Filed as: ACADIAN Service code 28 · EIN 26-2107163 | Investment Management | $29,051 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $26,435 |
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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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 17.59% | 53.17%-35.6pp | 18.06%-0.5pp | 21.83%-4.2pp |
| Employer contribution / active EE | $0 | $14,715-100.0% | $30,411-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |