Filed March 6, 2025 (most recent of 3 filings on file)
Total covered: 245 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 49 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other Services | $245,296 |
AON CONSULTING6+ years Filed as: AON HEWITT Service code 17 · EIN 36-2235791 | Pension Consulting | $136,636 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $97,031 |
SAUL EWING2 years Filed as: SAUL EWING ARNSTEIN & LEHR Service code 29 · EIN 23-1416352 1500 MARKET STREET, 38TH FLOOR · PHILADELPHIA, PA 191022128 | Legal | $84,487 |
SCHNEIDER DOWNS & CO., INC.6+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $38,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,839 | $113,699+63.4% | $70,492+163.6% | $93,223+99.3% |
| Participation rate | 98.3% | 77.8%+20.5pp | 75.1%+23.2pp | 74.9%+23.4pp |
| Annual return | 12.66% | 14.93%-2.3pp | 109.16%-96.5pp | 19.29%-6.6pp |
| Employer contribution / active EE | $5,877 | $3,991+47.3% | $2,738+114.6% | $2,680+119.3% |
| Participant deferral / active EE | $5,118 | $4,485+14.1% | $3,711+37.9% | $4,563+12.2% |
| Admin fee / account holder | $48 | $40+19.2% | $3,848-98.7% | $79-39.2% |