Filings through .
4 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Few collective trusts
2% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
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.
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.
$529K in admin expenses, $956 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 hold $92.9M of the plan's $94.3M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mellon EB Long Term Credit Bond Index Fund BNY · Mutual fund Index | $28.1M | 30.2% |
| Bank of New York Mellon EB Intermediate Credit Bond Index Fund BNY · Mutual fund Index | $22.8M | 24.5% |
| Bank of New York Mellon EB Intermediate Government Bond Index Fund BNY · Mutual fund Index | $15.2M | 16.3% |
| Bank of New York Mellon EB Long Term Government Bond Index Fund BNY · Mutual fund Index | $13.1M | 14.1% |
| Mellon EB DV Stock Index Fund BNY · Mutual fund Index | $5.3M | 5.8% |
| Mellon EB DV International Stock Index Fund BNY · Mutual fund Index | $3.8M | 4.1% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $2.4M | 2.6% |
| Mellon EB DV Mid Cap Stock Index Fund BNY · Collective trust Index | $1.5M | 1.6% |
| EB Temporary Investment Fund BNY · Mutual fund | $747K | 0.8% |
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 3 by compensation.
| Provider | Compensation |
|---|---|
BNY MELLON6 years Filed as: BANK OF NEW YORK, MELLON Service code 21 · EIN 13-5160382 Bank Trustee | $254,157 |
MERCER8 years Filed as: MERCER, INC, Service code 11 · EIN 13-2834414 Actuarial | $196,941 |
TORRILLO & ASSOCIATES, LLC9 years Filed as: TORRILLO AND ASSOCIATES Service code 10 · EIN 83-0414789 Accounting | $19,300 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Robert Morgan Mercer Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025