Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,965,249 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS FIN ADVS-PROF MGMT Service code 26 · EIN 35-2421957 | Advisory (Participants) | $2,804,903 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS FIN ADVS-PLATFORM Service code 26 · EIN 35-2421957 | Advisory (Participants) | $460,938 |
CAMBRIDGE INVESTMENT RESEARCH7+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 17 125 HIGH STREET · BOSTON, MA 021102112 | Pension Consulting | $196,876 |
PNC BANK, N.A.7+ years Filed as: PNC FINANCIAL SERVICES Service code 13 · EIN 25-1435979 | Contract Administrator | $192,025 |
BLACKROCK1 year Filed as: BLACKROCK INC. Service code 21 · EIN 94-3112180 | Bank Trustee | $76,439 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $27,800 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $23,156 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON AND CO Service code 17 · EIN 23-1159360 | Pension Consulting | $18,472 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,512 | $143,889-14.2% | $189,534-34.8% | $106,520+16.0% |
| Participation rate | 96.1% | 89.1%+7.0pp | 87.8%+8.3pp | 71.3%+24.8pp |
| Annual return | 31.74% | 17.38%+14.4pp | 555.39%-523.6pp | 19.28%+12.5pp |
| Employer contribution / active EE | $2,581 | $4,416-41.5% | $6,162-58.1% | $2,840-9.1% |
| Participant deferral / active EE | $5,849 | $7,575-22.8% | $8,220-28.8% | $4,948+18.2% |
| Admin fee / account holder | $84 | $98-14.3% | $12,049-99.3% | $75+13.0% |