Filings through .
4 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $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. Pro is free for 7 days and then costs $49 a month.
$55K in admin expenses, $200 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 15 lines in all, holding $6.2M of the plan's $7.2M. Recordkeeper: not identified.
Target-date series: American Funds Target Date, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $1.4M | 22.8% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $1.2M | 19.7% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $1.0M | 16.5% |
| Eupac Fund Capital Group · Mutual fund | $690K | 11.1% |
| Harbor Capital Appreciation il Harbor Capital · Mutual fund | $564K | 9.1% |
| Mefs Value Manager not matched · Mutual fund | $453K | 7.3% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $313K | 5.0% |
| MES Mid Cap Value Fund Manager not matched · Mutual fund | $159K | 2.6% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $156K | 2.5% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $129K | 2.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 Recordkeeping and information managem... | $44,669 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 Advisory (Plan) | $7,749 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 · EIN 04-2675571 Advisory (Plan) | $5,610 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025