Filed August 28, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP8+ years Filed as: DELOITTE Service code 11 · EIN 13-5133500 | Actuarial | $135,185 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE Service code 28 · EIN 13-4994650 | Investment Management | $109,494 |
Filed as: PRINCIPAL Service code 21 · EIN 42-0127290 | Bank Trustee | $67,034 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $45,000 |
INCOME RESEARCH & MANAGEMENT8+ years Service code 28 · EIN 27-1803513 | Investment Management | $32,389 |
ACADIAN ASSET MANAGEMENT LLC8+ years Filed as: ACADIAN Service code 28 · EIN 26-2107163 | Investment Management | $29,988 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $25,734 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -11.74% | -13.75%+2.0pp | -4.80%-6.9pp | 23.41%-35.2pp |
| Employer contribution / active EE | $0 | $13,276-100.0% | $30,897-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |