Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $3,334,728 |
AON CONSULTING1+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $1,366,823 |
XEROX CORPORATION1+ years Filed as: XEROX - BUCK CONSULTANTS Service code 16 45 GLOVER AVENUE · NORWALK, CT 06856 | Consulting | $295,830 |
PNC BANK, N.A.1+ years Filed as: PNC FINANCIAL SERVICES Service code 13 · EIN 25-1435979 | Contract Administrator | $233,656 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 17 125 HIGH STREET · BOSTON, MA 021102112 | Pension Consulting | $105,986 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $60,828 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON AND CO Service code 17 · EIN 23-1159360 | Pension Consulting | $45,737 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $27,329 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,711 | $87,670-13.6% | $123,105-38.5% | $69,651+8.7% |
| Participation rate | 90.3% | 87.8%+2.6pp | 86.8%+3.5pp | 66.6%+23.7pp |
| Annual return | -0.62% | 3.10%-3.7pp | 13.22%-13.8pp | 53.77%-54.4pp |
| Employer contribution / active EE | $2,264 | $3,511-35.5% | $5,151-56.1% | $2,241+1.0% |
| Participant deferral / active EE | $4,767 | $5,412-11.9% | $6,229-23.5% | $3,635+31.1% |
| Admin fee / account holder | $86 | $94-8.9% | $9,014-99.0% | $63+35.6% |