Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,366,891 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS FINANCIAL ADVS,LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $2,038,170 |
PNC BANK, N.A.4+ years Filed as: PNC FINANCIAL SERVICES Service code 13 · EIN 25-1435979 | Contract Administrator | $256,357 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 17 125 HIGH STREET · BOSTON, MA 021102112 | Pension Consulting | $196,876 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $27,300 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON AND CO Service code 17 · EIN 23-1159360 | Pension Consulting | $20,701 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $16,499 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,958 | $96,381-10.8% | $140,019-38.6% | $73,367+17.2% |
| Participation rate | 96.3% | 90.1%+6.2pp | 87.5%+8.8pp | 69.5%+26.8pp |
| Annual return | -6.68% | -4.30%-2.4pp | 651.19%-657.9pp | 173.45%-180.1pp |
| Employer contribution / active EE | $2,677 | $4,168-35.8% | $5,605-52.2% | $2,499+7.1% |
| Participant deferral / active EE | $5,838 | $6,186-5.6% | $6,927-15.7% | $4,033+44.8% |
| Admin fee / account holder | $90 | $100-10.2% | $10,705-99.2% | $68+31.2% |