Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PIERCE, FENNER AND SMITH2 years Filed as: PIERCE PARK GROUP Service code 16 300 S HIGH STREET · WEST CHESTER, PA 19382 | Consulting | $79,847 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOC Service code 21 · EIN 16-1486454 | Bank Trustee | $48,397 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 14.80% | 9.72%+5.1pp | 10.75%+4.1pp | 13.24%+1.6pp |
| Employer contribution / active EE | $15,167 | $10,988+38.0% | $35,170-56.9% | $14,616+3.8% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |