Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,271,506 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS FIN ADVS-PROF MGMT Service code 26 · EIN 35-2421957 | Advisory (Participants) | $3,120,561 |
PNC BANK, N.A.8+ years Filed as: PNC FINANCIAL SERVICES Service code 13 · EIN 25-1435979 | Contract Administrator | $280,374 |
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 17 125 HIGH STREET · BOSTON, MA 021102112 | Pension Consulting | $196,875 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS FIN ADVS-PLATFORM Service code 26 · EIN 35-2421957 | Advisory (Participants) | $170,644 |
BLACKROCK2 years Filed as: BLACKROCK INC. Service code 21 · EIN 94-3112180 | Bank Trustee | $64,577 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $29,650 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $19,054 |
KBF CPAS LLP1 year Filed as: KBF Service code 10 · EIN 82-1030164 | Accounting | $16,000 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON AND CO Service code 17 · EIN 23-1159360 | Pension Consulting | $10,887 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,087 | $118,441-15.5% | $151,634-34.0% | $89,433+11.9% |
| Participation rate | 95.5% | 88.0%+7.6pp | 87.5%+8.0pp | 71.3%+24.3pp |
| Annual return | -15.97% | -9.10%-6.9pp | 3.32%-19.3pp | -11.88%-4.1pp |
| Employer contribution / active EE | $2,865 | $4,770-39.9% | $6,165-53.5% | $3,021-5.1% |
| Participant deferral / active EE | $6,603 | $7,648-13.7% | $8,363-21.0% | $5,125+28.9% |
| Admin fee / account holder | $89 | $90-1.2% | $11,614-99.2% | $79+11.5% |