Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$2.9M in admin expenses.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 49 · EIN 82-1061233 Other Services | $1,540,190 |
MERCER7 years Filed as: MERCER (US), INC Service code 16 · EIN 13-2834414 Consulting | $317,926 |
COVINGTON & BURLING LLP7 years Service code 16 · EIN 53-0188411 Consulting | $218,646 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 Accounting | $29,400 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
Filed January 12, 2018 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
6 contacts
Phone and email for the actuary and top hat administrator are on Pro.
9 filings · 2017 to 2025