Filed April 24, 2026 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,069,872 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE Service code 27 · EIN 52-1868818 | Advisory (Plan) | $1,414,992 |
Filed as: MORGAN LEWIS BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $115,415 |
WILLIS TOWERS WATSON US LLC2 years Service code 50 · EIN 53-0181291 | Direct Payment | $108,852 |
ERNST & YOUNG LLP6+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $69,000 |
US BANK6+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 25 · EIN 31-0841368 | Directed Trustee | $11,435 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | -47.57% | 17.85%-65.4pp | 9.52%-57.1pp | 13.80%-61.4pp |
| Employer contribution / active EE | $17,104 | $5,706+199.8% | $41,951-59.2% | $10,386+64.7% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |