Filed March 6, 2025 (most recent of 3 filings on file)
Total covered: 245 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 19 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Securities Custodian | $179,178 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT-ENNIS KNUPP, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $84,161 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 49 · EIN 36-2235791 | Other Services | $73,321 |
SAUL EWING1 year Service code 29 · EIN 23-1416352 1500 MARKET STREET, 38TH FLOOR · PHILADELPHIA, PA 191022128 | Legal | $32,233 |
SCHNEIDER DOWNS & CO., INC.2+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $29,550 |
Filed as: DONNELLY FINANCIAL, LLC Service code 36 · EIN 13-2618477 35 WACKER DRIVE · CHICAGO, IL 606011723 | Copying and duplicating; Other services | $5,673 |
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 | $127,982 | $89,117+43.6% | $57,196+123.8% | $329,111-61.1% |
| Participation rate | 76.7% | 67.2%+9.5pp | 75.3%+1.4pp | 67.9%+8.9pp |
| Annual return | 7.77% | 7.87%-0.1pp | 14.59%-6.8pp | 16.35%-8.6pp |
| Employer contribution / active EE | $3,179 | $4,034-21.2% | $2,683+18.5% | $2,303+38.0% |
| Participant deferral / active EE | $2,479 | $3,328-25.5% | $3,096-19.9% | $3,682-32.7% |
| Admin fee / account holder | $32 | $21+50.4% | $3,141-99.0% | $754-95.8% |