Filed March 6, 2025 (most recent of 3 filings on file)
Total covered: 245 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $200,505 |
AON CONSULTING5+ years Filed as: AON HEWITT Service code 17 · EIN 36-2235791 | Pension Consulting | $138,016 |
SAUL EWING1 year Filed as: SAUL EWING ARNSTEIN & LEHR Service code 29 · EIN 23-1416352 1500 MARKET STREET, 38TH FLOOR · PHILADELPHIA, PA 191022128 | Legal | $123,208 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 49 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other Services | $7,212 |
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 | $150,538 | $109,303+37.7% | $69,480+116.7% | $82,204+83.1% |
| Participation rate | 93.2% | 74.9%+18.3pp | 74.6%+18.6pp | 73.4%+19.8pp |
| Annual return | 18.67% | 20.08%-1.4pp | 28.99%-10.3pp | 26.31%-7.6pp |
| Employer contribution / active EE | $4,883 | $5,149-5.2% | $2,780+75.7% | $2,707+80.4% |
| Participant deferral / active EE | $4,038 | $4,210-4.1% | $3,537+14.2% | $4,246-4.9% |
| Admin fee / account holder | $36 | $29+22.4% | $3,840-99.1% | $76-52.8% |