Filed April 24, 2026 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,176,165 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 27 · EIN 52-1868818 | Advisory (Plan) | $1,112,862 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $94,089 |
WILLIS TOWERS WATSON US LLC1+ years Service code 50 · EIN 53-0181291 | Direct Payment | $84,444 |
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 25 · EIN 31-0841368 | Directed Trustee | $12,363 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 0.00% | 9.58%-9.6pp | 9.52%-9.5pp | 11.45%-11.5pp |
| Employer contribution / active EE | $54,054 | $21,155+155.5% | $41,951+28.9% | $17,219+213.9% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |