Filings through .
3 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.
Low employer contribution
Employer contribution per participant 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.
$17K in admin expenses, $47 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; 27 lines in all, holding $19.4M of the plan's $19.7M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Vanguard · Insurance contract Index | $6.3M | 32.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $2.4M | 12.3% |
| Insurance Company General Account: Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $1.4M | 7.2% |
| Vanguard Balanced Index Fund Vanguard · Insurance contract Index | $976K | 5.0% |
| Vanguard Total Bond Market Index Fund Vanguard · Insurance contract Index | $820K | 4.2% |
| Voya Index Solution 2045 Portfolio Class Z Voya · Insurance contract Index | $745K | 3.8% |
| Voya Retirement Insurance & Annuity Voya · Separate account | $743K | 3.8% |
| Voya Index Solution 2050 Portfolio Class Z Voya · Insurance contract Index | $727K | 3.7% |
| Voya Index Solution 2035 Portfolio Class Z Voya · Insurance contract Index | $634K | 3.3% |
| Vanguard International Growth Vanguard · Insurance contract | $594K | 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 |
17 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.
17 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 5 by compensation.
| Provider | Compensation |
|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 24 E COTA STREET · SANTA BARBARA, CA 93101 Other Fees | $35,656 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 ONE ORANGE WAY · WINDSOR, CT 06095 Advisory (Participants) | $7,378 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 Other Services | $6,137 |
Filed as: SCP RETIREMENT SERVICES, LLC Service code 49 Other Services | $2,335 |
Filed as: SCP RETIREMENT SERVICE LLC Service code 49 · EIN 87-3868487 Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025