Filings through .
5 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$70K in admin expenses, $382 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 13 lines in all, holding $1.7M of the plan's $6.9M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| First Eagle Manager not matched · Other | $409K | 23.5% |
| iShare Manager not matched · Other | $390K | 22.4% |
| Invesco Invesco · Mutual fund | $186K | 10.7% |
| Vanguard Value ETF Vanguard · ETF Index | $160K | 9.2% |
| First Trust RBA Manager not matched · Other | $158K | 9.1% |
| Pacer Manager not matched · Other | $144K | 8.3% |
| GNM PMA Manager not matched · Other | $110K | 6.3% |
| Jpmorgan Chase & CO JPMorgan · Mutual fund | $55K | 3.2% |
| Eaton Vance Atlanta Morgan Stanley · Other | $41K | 2.4% |
| Common; Blackrock Inc BlackRock · Mutual fund | $35K | 2.0% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
3 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 |
|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 Advisory (Plan) | $70,148 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025