Filed March 6, 2025 (most recent of 3 filings on file)
Total covered: 245 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $192,838 |
SAUL EWING3 years Service code 29 · EIN 23-1416352 1500 MARKET STREET, 38TH FLOOR · PHILADELPHIA, PA 191022128 | Legal | $114,900 |
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT-ENNIS KNUPP, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $79,888 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 49 · EIN 36-2235791 | Other Services | $49,538 |
SCHNEIDER DOWNS & CO., INC.4+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $22,500 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 49 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other Services | $6,867 |
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 | $131,069 | $91,937+42.6% | $59,899+118.8% | $68,904+90.2% |
| Participation rate | 93.7% | 74.4%+19.2pp | 74.7%+19.0pp | 74.1%+19.5pp |
| Annual return | -3.64% | -3.10%-0.5pp | 3.46%-7.1pp | 1.07%-4.7pp |
| Employer contribution / active EE | $4,721 | $4,347+8.6% | $2,723+73.4% | $2,540+85.9% |
| Participant deferral / active EE | $3,761 | $3,817-1.5% | $3,403+10.5% | $4,015-6.3% |
| Admin fee / account holder | $49 | $27+82.0% | $3,592-98.6% | $71-31.8% |