Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Free for 7 days, then $49 a month.
$953K in admin expenses, $741 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
1 fund holds $81K of the plan's $85.4M. Recordkeeper: Benefit Plans Admin Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Government Money Market Investor Charles Schwab · Money market | $81K | 100.0% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
QCI ASSET MANAGEMENT10+ years Service code 10 40A GROVE STREET · PITTSFORD, NY 14534 Accounting | $304,430 |
MERCER3 years Service code 10 99 HIGH STREET · BOSTON, MA 02110 Accounting | $275,450 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO Service code 10 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 Accounting | $58,886 |
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 15 126 BUSINESS PARK DRIVE · UTICA, NY 13502 Recordkeeping | $16,850 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Grace Barbieri, F.S.A., Ea Mercer Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Free for 7 days, then $49 a month.
Filed January 28, 2006.
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
5 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025