Filings through .
3 of 18 flags tripped on the 2025 filing.
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.
$109K in admin expenses, $692 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 15 lines in all, holding $24.3M of the plan's $24.9M. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price T. Rowe Price · Mutual fund | $11.0M | 45.3% |
| Fidelity Fidelity (FMR) · Mutual fund | $4.7M | 19.4% |
| Vanguard Vanguard · Mutual fund | $2.1M | 8.8% |
| Dodge Dodge & Cox · Mutual fund | $1.4M | 5.7% |
| Morley Stable Principal · Other | $1.3M | 5.5% |
| Macquarie Macquarie / Nomura · Other | $1.3M | 5.4% |
| American Century American Century · Other | $1.1M | 4.6% |
| Legg Mason Franklin Templeton · Other | $604K | 2.5% |
| Participant's Loan Account Manager not matched · Other | $443K | 1.8% |
| American Funds Capital Group · Mutual fund | $152K | 0.6% |
| 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 5 by compensation.
| Provider | Compensation |
|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 Advisory (Plan) | $33,100 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 Recordkeeping | $32,378 |
ELMORE, HUPP & COMPANY, PLC10+ years Filed as: ELMORE, HUPP & COMPANY Service code 10 · EIN 54-1440048 Accounting | $26,200 |
Filed as: WELLTH ADVISORY SERVICES Service code 27 · EIN 99-2539506 Advisory (Plan) | $17,000 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 50 100 FOUNTAIN PARKWAY · ST. PETERSBURG, FL 33716-1205 Direct Payment | $691 |
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
10 filings · 2016 to 2025