Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $1,858,093 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,666,234 |
AON CONSULTING3+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $920,651 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $867,230 |
PNC BANK, N.A.3+ years Filed as: PNC FINANCIAL SERVICES Service code 13 · EIN 25-1435979 | Contract Administrator | $241,916 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 17 125 HIGH STREET · BOSTON, MA 021102112 | Pension Consulting | $190,512 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $27,693 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $20,834 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON AND CO Service code 17 · EIN 23-1159360 | Pension Consulting | $13,196 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,263 | $112,134-15.9% | $149,721-37.0% | $80,976+16.4% |
| Participation rate | 96.1% | 87.3%+8.8pp | 87.1%+9.0pp | 68.3%+27.8pp |
| Annual return | 16.31% | 17.23%-0.9pp | 1501.67%-1485.4pp | 22.91%-6.6pp |
| Employer contribution / active EE | $2,549 | $3,991-36.1% | $5,444-53.2% | $2,402+6.1% |
| Participant deferral / active EE | $5,456 | $6,036-9.6% | $6,568-16.9% | $3,848+41.8% |
| Admin fee / account holder | $90 | $109-18.0% | $11,282-99.2% | $67+32.8% |