Filed August 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP7+ years Filed as: DELOITTE Service code 11 · EIN 13-5133500 | Actuarial | $179,630 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE Service code 28 · EIN 13-4994650 | Investment Management | $91,139 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $73,955 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $45,000 |
INCOME RESEARCH & MANAGEMENT7+ years Service code 28 · EIN 27-1803513 | Investment Management | $35,594 |
ACADIAN ASSET MANAGEMENT LLC7+ years Filed as: ACADIAN Service code 28 · EIN 26-2107163 | Investment Management | $32,630 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $19,665 |
SIDLEY AUSTIN LLP2 years Filed as: SIDLEY AUSTIN, LLP Service code 29 · EIN 90-0619567 | Legal | $10,175 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 11.44% | 7.76%+3.7pp | 36.37%-24.9pp | 15.63%-4.2pp |
| Employer contribution / active EE | $8,104 | $10,188-20.5% | $37,223-78.2% | $11,476-29.4% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |