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 | $3,269,156 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT FINANCIAL ADVISORS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $3,012,726 |
WELLS FARGO BANK, N.A.3 years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 26 · EIN 41-1813702 | Advisory (Participants) | $670,541 |
Filed as: PRUDENTIAL LIFE INSURANCE CO Service code 50 · EIN 22-1211670 | Direct Payment | $221,850 |
Service code 50 · EIN 25-0598210 | Direct Payment | $213,798 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 50 · EIN 41-0991508 | Direct Payment | $206,521 |
US BANK6+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 41-6271370 | Bank Trustee | $161,594 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $135,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $127,634 |
THE BANK OF NEW YORK MELLON4 years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $109,659 |
Annual investment return 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 | $102,598 | $139,268-26.3% | $177,839-42.3% | $106,273-3.5% |
| Participation rate | 97.8% | 91.6%+6.3pp | 87.7%+10.1pp | 70.8%+27.0pp |
| Annual return | 10.26% | 17.20%-6.9pp | 48.33%-38.1pp | 21.70%-11.4pp |
| Employer contribution / active EE | $2,903 | $4,832-39.9% | $5,919-50.9% | $2,722+6.7% |
| Participant deferral / active EE | $6,523 | $7,227-9.7% | $7,714-15.4% | $4,601+41.8% |
| Admin fee / account holder | $97 | $97-0.3% | $12,432-99.2% | $78+23.2% |