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 returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
3% 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.
$72K in admin expenses, $170 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 18 lines in all, holding $13.9M of the plan's $14.2M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Life Insurance Company Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $2.6M | 18.6% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $1.4M | 10.0% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $1.4M | 9.7% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $1.3M | 9.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $996K | 7.2% |
| Baird Aggregate Bond Fund Baird · Mutual fund | $964K | 6.9% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $821K | 5.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $708K | 5.1% |
| New Perspective Fund Capital Group · Mutual fund | $550K | 3.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $543K | 3.9% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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 4 by compensation.
| Provider | Compensation |
|---|---|
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT INC. Service code 13 · EIN 33-0905143 Contract Administrator | $43,945 |
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $25,572 |
NFP RETIREMENT INC6 years Filed as: NFP CORPORATE SERVICES (PA), INC. Service code 13 Contract Administrator | $5,903 |
NFP RETIREMENT INC8 years Filed as: NFP CORPORATE SERVICES (PA) INC. Service code 13 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 Contract Administrator | $2,065 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025