Filed April 24, 2026 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,094,377 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN LEWIS BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $780,080 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $116,300 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON DELAWARE Service code 27 · EIN 52-1868818 | Advisory (Plan) | $101,509 |
US BANK10+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 25 · EIN 41-6271370 | Directed Trustee | $46,257 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 15 · EIN 83-1116912 | Recordkeeping | $23,268 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.39% | 8.85%+4.5pp | 9.17%+4.2pp | 8.85%+4.5pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $40,523-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |