Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,037,204 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS FIN ADVS-PROF MGMT Service code 26 · EIN 35-2421957 | Advisory (Participants) | $1,651,763 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS FIN ADVS-PLATFORM Service code 26 · EIN 35-2421957 | Advisory (Participants) | $455,789 |
PNC BANK, N.A.5+ years Filed as: PNC FINANCIAL SERVICES Service code 13 · EIN 25-1435979 | Contract Administrator | $182,746 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 17 125 HIGH STREET · BOSTON, MA 021102112 | Pension Consulting | $147,656 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON AND CO Service code 17 · EIN 23-1159360 | Pension Consulting | $29,349 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $28,300 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $27,193 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,174 | $121,259-13.3% | $162,185-35.2% | $89,609+17.4% |
| Participation rate | 95.9% | 90.0%+5.8pp | 87.6%+8.3pp | 69.6%+26.3pp |
| Annual return | 22.32% | 22.23%+0.1pp | 115.61%-93.3pp | 33.65%-11.3pp |
| Employer contribution / active EE | $2,805 | $4,435-36.8% | $5,613-50.0% | $2,584+8.5% |
| Participant deferral / active EE | $6,019 | $6,620-9.1% | $7,297-17.5% | $4,222+42.6% |
| Admin fee / account holder | $85 | $101-15.7% | $10,844-99.2% | $72+18.7% |