Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,013,573 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS FIN ADVS-PROF MGMT Service code 26 · EIN 35-2421957 | Advisory (Participants) | $2,252,361 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS FIN ADVS-PLATFORM Service code 26 · EIN 35-2421957 | Advisory (Participants) | $459,795 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 17 125 HIGH STREET · BOSTON, MA 021102112 | Pension Consulting | $246,094 |
PNC BANK, N.A.6+ years Filed as: PNC FINANCIAL SERVICES Service code 13 · EIN 25-1435979 | Contract Administrator | $189,634 |
Filed as: FIDUCIARY COUNSELORS Service code 29 · EIN 23-3709903 | Legal | $85,638 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $27,650 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON AND CO Service code 17 · EIN 23-1159360 | Pension Consulting | $22,957 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $8,151 |
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 | $116,997 | $139,268-16.0% | $177,839-34.2% | $106,273+10.1% |
| Participation rate | 96.3% | 91.6%+4.7pp | 87.7%+8.5pp | 70.8%+25.5pp |
| Annual return | 12.33% | 17.20%-4.9pp | 48.33%-36.0pp | 21.70%-9.4pp |
| Employer contribution / active EE | $3,045 | $4,832-37.0% | $5,919-48.6% | $2,722+11.8% |
| Participant deferral / active EE | $6,349 | $7,227-12.1% | $7,714-17.7% | $4,601+38.0% |
| Admin fee / account holder | $96 | $97-1.0% | $12,432-99.2% | $78+22.4% |