Filings through .
3 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer 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.)
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.
$118K in admin expenses, $488 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more; 34 lines in all, holding $39.0M of the plan's $43.8M. Recordkeeper: Paychex.
| Fund | Dollars | % of funds% |
|---|---|---|
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $6.6M | 16.9% |
| American Funds 2035 CL R6 Capital Group · Mutual fund | $4.6M | 11.7% |
| Hartford Core Equity Fund Class R6 Hartford Funds · Mutual fund | $3.6M | 9.1% |
| American Fund Perspective CL R6 Manager not matched · Mutual fund | $3.0M | 7.7% |
| Franklin Income Fund Class R6 Franklin Templeton · Mutual fund | $2.7M | 7.0% |
| BlackRock Liquidity Fund BlackRock · Mutual fund | $2.5M | 6.3% |
| American Funds 2030 CL R6 Capital Group · Mutual fund | $1.8M | 4.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 4.2% |
| Vanguard Intermediate Admiral CL Vanguard · Mutual fund | $1.6M | 4.0% |
| Pgim Jennison Mid CL R6 Prudential (PGIM) · Mutual fund | $1.2M | 3.1% |
| 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 |
24 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
24 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 Advisory (Plan) | $67,085 |
PAYCHEX, INC.11+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 Recordkeeping | $49,928 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025