Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$84K in admin expenses, $409 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more; 48 lines in all, holding $31.1M of the plan's $31.3M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.5M | 14.6% |
| MyCompass Index Moderate 2045 Fund Manager not matched · Collective trust Index | $2.9M | 9.3% |
| Blue Chip Fund R-6 Principal · Mutual fund | $2.3M | 7.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 5.8% |
| Vanguard Info Technology Index Admiral Fund Vanguard · Mutual fund Index | $1.8M | 5.8% |
| MyCompass Ind Moderate 2055 Manager not matched · Collective trust Index | $1.5M | 4.8% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $1.3M | 4.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.5% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.0M | 3.2% |
| MyCompass Index Moderate 2035 Fund Manager not matched · Collective trust Index | $993K | 3.2% |
| 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 |
38 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard LifeStrategy 60/40 Fund Investor Shares | $444K |
| DroppedVanguard LifeStrategy Moderate Growth Fund Inves Mutual Funds | $392K |
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.
38 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 |
|---|---|
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT & INSURANCE ANNUITY Service code 26 · EIN 71-0294708 Advisory (Participants) | $80,986 |
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.
2 contacts
11 filings · 2015 to 2025