Filed April 3, 2025 (most recent of 2 filings on file)
Total covered: 1,200 employees
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Service code 28 · EIN 91-1117282 | Investment Management | $2,024,194 |
HEWITT ASSOCIATES LLC1 year Service code 15 · EIN 36-2235791 | Recordkeeping | $1,038,173 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $414,864 |
QUAKER WEALTH MANAGEMENT1 year Filed as: QUAKER BIOVENTURES LP Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 191042868 | Investment Management | $173,527 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $168,760 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & CO. LLP Service code 10 · EIN 22-2428965 | Accounting | $33,390 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $7,217 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 10.21% | 9.41%+0.8pp | 5.00%+5.2pp | 9.19%+1.0pp |
| Employer contribution / active EE | $4,033 | $8,353-51.7% | $35,918-88.8% | $12,608-68.0% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |