Filed November 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $70,748 |
ZELENKOFSKE AXELROD LLC1+ years Service code 10 · EIN 23-3022325 | Accounting | $30,900 |
BALLARD SPAHR LLP1+ years Filed as: BALLARD SPAHR Service code 16 · EIN 23-0382195 | Consulting | $6,720 |
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 | $128,920 | $112,772+14.3% | $57,357+124.8% | $59,188+117.8% |
| Participation rate | 75.5% | 71.3%+4.2pp | 75.1%+0.4pp | 69.4%+6.1pp |
| Annual return | 2.23% | 0.85%+1.4pp | 24.41%-22.2pp | 5.51%-3.3pp |
| Employer contribution / active EE | $5,530 | $3,400+62.6% | $2,689+105.6% | $2,098+163.6% |
| Participant deferral / active EE | $3,942 | $3,010+31.0% | $3,162+24.7% | $3,265+20.7% |
| Admin fee / account holder | $224 | $144+55.7% | $3,357-93.3% | $92+143.1% |