Filed December 12, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASEBANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $250,000 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 12-3957095 | Actuarial | $41,801 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $37,669 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $27,000 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $11,140 |
Service code 72 · EIN 13-3072111 | Other investment fees and expenses | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $0 |
Filed as: J.P. MORGAN SECURITIES LLC Service code 71 · EIN 13-3379014 | Brokerage Fees | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $13,363-100.0% | $331,632-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 50.0%-50.0pp | 2.2%-2.2pp |
| Annual return | -2.89% | 9.11%-12.0pp | 10.60%-13.5pp | 9.11%-12.0pp |
| Employer contribution / active EE | $1,834 | $12,231-85.0% | $43,831-95.8% | $12,231-85.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $166-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $25,063-100.0% | $125-100.0% |