Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WHITLEY PENN LLP7 years Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET SUITE 400 · FORT WORTH, TX 76102 | Accounting | $26,000 |
T ROWE PRICE RPS INC11+ years Service code 37 1307 POINT STREET · BALTIMORE, MD 21231 | Loan Processing | $633 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE INC Service code 15 | Recordkeeping | $0 |
12 funds of $250K or more; 15 lines in all, holding $13.8M of the plan's $13.8M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $5.1M | 36.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2.4M | 17.3% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.7M | 12.3% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.4M | 10.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 8.6% |
| T. Rowe Price T. Rowe Price · Mutual fund Recordkeeper's own fund | $740K | 5.4% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $716K | 5.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $341K | 2.5% |
| T. Rowe Price New Income Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $90K | 0.7% |
| Columbia Mid Cap Index Z Ameriprise (Columbia Threadneedle) · Mutual fund Index | $67K | 0.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.