Filed April 24, 2026 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,633,448 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,019,202 |
WELLS FARGO BANK, N.A.1 year Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 26 · EIN 41-1813702 | Advisory (Participants) | $590,119 |
Filed as: PRUDENTIAL LIFE INSURANCE CO Service code 50 · EIN 22-1211670 | Direct Payment | $213,928 |
Service code 50 · EIN 25-0598210 | Direct Payment | $194,307 |
US BANK4+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 41-6271370 | Bank Trustee | $171,843 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 50 · EIN 41-0991508 | Direct Payment | $157,768 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $146,250 |
ERNST & YOUNG LLP1 year Filed as: ERNST AND YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $90,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $43,985 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,617 | $96,381-30.9% | $140,019-52.4% | $73,367-9.2% |
| Participation rate | 99.9% | 90.1%+9.8pp | 87.5%+12.4pp | 69.5%+30.4pp |
| Annual return | -6.05% | -4.30%-1.8pp | 651.19%-657.2pp | 173.45%-179.5pp |
| Employer contribution / active EE | $2,175 | $4,168-47.8% | $5,605-61.2% | $2,499-13.0% |
| Participant deferral / active EE | $4,752 | $6,186-23.2% | $6,927-31.4% | $4,033+17.8% |
| Admin fee / account holder | $76 | $100-23.9% | $10,705-99.3% | $68+11.2% |