Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS FIN ADVS-PROF MGMT Service code 26 · EIN 35-2421957 | Advisory (Participants) | $4,099,293 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $3,183,309 |
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 17 125 HIGH STREET · BOSTON, MA 021102112 | Pension Consulting | $196,876 |
PNC BANK, N.A.10+ years Filed as: PNC FINANCIAL SERVICES Service code 13 · EIN 25-1435979 | Contract Administrator | $187,650 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS FIN ADVS-PLATFORM Service code 26 · EIN 35-2421957 | Advisory (Participants) | $153,272 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $33,268 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $30,550 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON AND CO Service code 17 · EIN 23-1159360 | Pension Consulting | $20,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,705 | $152,104-11.4% | $184,256-26.9% | $106,553+26.4% |
| Participation rate | 100.0% | 85.9%+14.1pp | 86.8%+13.2pp | 69.8%+30.2pp |
| Annual return | 14.02% | 20.70%-6.7pp | 28.85%-14.8pp | 17.37%-3.4pp |
| Employer contribution / active EE | $3,334 | $5,326-37.4% | $6,427-48.1% | $3,359-0.7% |
| Participant deferral / active EE | $7,663 | $8,559-10.5% | $9,133-16.1% | $5,562+37.8% |
| Admin fee / account holder | $109 | $103+6.3% | $13,899-99.2% | $80+36.9% |