Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT SOLUTIONS FIN ADVS-PROF MGMT Service code 26 · EIN 35-2421957 | Advisory (Participants) | $3,481,372 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,055,085 |
PNC BANK, N.A.9+ years Filed as: PNC FINANCIAL SERVICES Service code 13 · EIN 25-1435979 | Contract Administrator | $292,375 |
CAMBRIDGE INVESTMENT RESEARCH9+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 17 125 HIGH STREET · BOSTON, MA 021102112 | Pension Consulting | $196,875 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT SOLUTIONS FIN ADVS-PLATFORM Service code 26 · EIN 35-2421957 | Advisory (Participants) | $159,804 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $51,497 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 | Accounting | $30,550 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON AND CO Service code 17 · EIN 23-1159360 | Pension Consulting | $17,066 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,411 | $135,240-11.7% | $170,055-29.8% | $96,393+23.9% |
| Participation rate | 97.7% | 86.5%+11.2pp | 87.0%+10.7pp | 71.3%+26.4pp |
| Annual return | 16.60% | 22.04%-5.4pp | 53.43%-36.8pp | 22.88%-6.3pp |
| Employer contribution / active EE | $3,327 | $5,029-33.8% | $6,790-51.0% | $3,239+2.7% |
| Participant deferral / active EE | $7,544 | $8,138-7.3% | $10,410-27.5% | $5,455+38.3% |
| Admin fee / account holder | $92 | $85+8.9% | $12,828-99.3% | $74+25.2% |