Filed August 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP6+ years Filed as: DELOITTE Service code 11 · EIN 13-5133500 | Actuarial | $129,100 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE Service code 28 · EIN 13-4994650 | Investment Management | $125,098 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $64,720 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $42,750 |
INCOME RESEARCH & MANAGEMENT6+ years Service code 28 · EIN 27-1803513 | Investment Management | $35,887 |
ACADIAN ASSET MANAGEMENT LLC6+ years Filed as: ACADIAN Service code 28 · EIN 26-2107163 | Investment Management | $28,867 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $19,663 |
SIDLEY AUSTIN LLP1 year Filed as: SIDLEY AUSTIN, LLP Service code 29 · EIN 90-0619567 | Legal | $14,687 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 9.06% | 12.05%-3.0pp | 793.01%-784.0pp | 12.86%-3.8pp |
| Employer contribution / active EE | $0 | $21,947-100.0% | $27,004-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |