Filings through .
3 of 17 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$74K in admin expenses, $571 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 19 lines in all, holding $34.7M of the plan's $34.7M. Recordkeeper: Benefit Plans Administrative Servic.
Target-date series: T. Rowe Price Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 8 vintages | $10.9M | 31.5% |
| American Funds AM Balancd R6 Capital Group · Mutual fund | $6.3M | 18.1% |
| date, rate of interest, collateral, par or maturity AB US LG CAP Growth CIT P2 Manager not matched · Collective trust | $4.6M | 13.4% |
| NB Small Cap Growth TR Fndrs Manager not matched · Mutual fund | $3.9M | 11.4% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $3.7M | 10.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.7M | 5.0% |
| American Funds Capwld G&i R6 Capital Group · Mutual fund | $1.4M | 4.1% |
| Columbia High Yield Bond Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $366K | 1.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $339K | 1.0% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $315K | 0.9% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
9 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 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: BENEFIT PLANS ADMINISTRATION SERVIC Service code 15 · EIN 16-1503696 Recordkeeping | $73,702 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025