Filed April 24, 2026 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,567,104 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,430,253 |
WELLS FARGO BANK, N.A.2 years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 26 · EIN 41-1813702 | Advisory (Participants) | $633,581 |
Filed as: PRUDENTIAL LIFE INSURANCE CO Service code 50 · EIN 22-1211670 | Direct Payment | $213,765 |
Service code 50 · EIN 25-0598210 | Direct Payment | $201,948 |
US BANK5+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 41-6271370 | Bank Trustee | $191,780 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 50 · EIN 41-0991508 | Direct Payment | $184,017 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $123,750 |
ERNST & YOUNG LLP2 years Filed as: ERNST AND YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $90,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $58,458 |
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 | $90,095 | $121,259-25.7% | $162,185-44.4% | $89,609+0.5% |
| Participation rate | 89.8% | 90.0%-0.2pp | 87.6%+2.3pp | 69.6%+20.2pp |
| Annual return | 23.32% | 22.23%+1.1pp | 115.61%-92.3pp | 33.65%-10.3pp |
| Employer contribution / active EE | $2,422 | $4,435-45.4% | $5,613-56.8% | $2,584-6.3% |
| Participant deferral / active EE | $5,355 | $6,620-19.1% | $7,297-26.6% | $4,222+26.8% |
| Admin fee / account holder | $89 | $101-11.5% | $10,844-99.2% | $72+24.6% |