Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $3,501,368 |
AON CONSULTING2+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $1,552,457 |
PNC BANK, N.A.2+ years Filed as: PNC FINANCIAL SERVICES Service code 13 · EIN 25-1435979 | Contract Administrator | $221,221 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 17 125 HIGH STREET · BOSTON, MA 021102112 | Pension Consulting | $186,406 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON AND CO Service code 17 · EIN 23-1159360 | Pension Consulting | $43,533 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $27,800 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $17,109 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,079 | $93,756-11.4% | $133,975-38.0% | $329,111-74.8% |
| Participation rate | 93.9% | 89.7%+4.2pp | 87.1%+6.8pp | 67.9%+26.1pp |
| Annual return | 9.59% | 20.33%-10.7pp | 29.29%-19.7pp | 16.35%-6.8pp |
| Employer contribution / active EE | $2,471 | $3,619-31.7% | $5,211-52.6% | $2,303+7.3% |
| Participant deferral / active EE | $5,093 | $5,685-10.4% | $6,282-18.9% | $3,682+38.3% |
| Admin fee / account holder | $87 | $90-2.4% | $9,324-99.1% | $754-88.4% |