Filed March 6, 2025 (most recent of 3 filings on file)
Total covered: 245 employees
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT-ENNIS KNUPP, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $107,072 |
K&L GATES1+ years Service code 29 · EIN 25-0921018 210 SIXTH AVENUE · PITTSBURGH, PA 15222 | Legal | $73,798 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 49 · EIN 36-2235791 | Other Services | $67,804 |
THE VANGUARD GROUP, INC.1+ years Service code 19 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Securities Custodian | $46,024 |
SCHNEIDER DOWNS & CO., INC.1+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $29,817 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 49 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other Services | $8,250 |
JONES DAY1+ years Service code 29 · EIN 34-0319085 NORTH POINT, 901 LAKESIDE AVENUE · CLEVELAND, OH 441141190 | Legal | $7,225 |
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 | $101,674 | $81,689+24.5% | $57,357+77.3% | $69,651+46.0% |
| Participation rate | 94.5% | 66.0%+28.5pp | 75.1%+19.4pp | 66.6%+27.9pp |
| Annual return | 58.35% | 821.18%-762.8pp | 24.41%+33.9pp | 53.77%+4.6pp |
| Employer contribution / active EE | $3,093 | $3,891-20.5% | $2,689+15.0% | $2,241+38.1% |
| Participant deferral / active EE | $1,831 | $3,019-39.4% | $3,162-42.1% | $3,635-49.6% |
| Admin fee / account holder | $23 | $27-16.6% | $3,357-99.3% | $63-64.0% |