Filed August 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN CHASE Service code 28 · EIN 13-4994650 | Investment Management | $272,869 |
DELOITTE & TOUCHE LLP9+ years Filed as: DELOITTE Service code 11 · EIN 13-5133500 | Actuarial | $150,330 |
Filed as: PRINCIPAL Service code 21 · EIN 42-0127290 | Bank Trustee | $66,567 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $44,375 |
INCOME RESEARCH & MANAGEMENT9+ years Service code 28 · EIN 27-1803513 | Investment Management | $31,724 |
ACADIAN ASSET MANAGEMENT LLC9+ years Filed as: ACADIAN Service code 28 · EIN 26-2107163 | Investment Management | $30,883 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $28,735 |
SIDLEY AUSTIN LLP1 year Filed as: SIDLEY Service code 29 · EIN 90-0619567 | Legal | $10,869 |
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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 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 12.15% | 9.87%+2.3pp | 15.31%-3.2pp | 9.11%+3.0pp |
| Employer contribution / active EE | $0 | $9,738-100.0% | $28,686-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |