Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$191K in admin expenses, $595 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 2 lines in all, holding $1.9M of the plan's $44.0M. Recordkeeper: SEI.
| Fund | Dollars | % of funds% |
|---|---|---|
| SEI Private Trust Company SEI Core Property Collective Investment SEI · Collective trust Recordkeeper's own fund | $1.9M | 100.0% |
| Mutual Funds SEI Private Trust Company SEI Daily Income Government Fund SEI · Collective trust Recordkeeper's own fund | $262 | <0.1% |
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 2 by compensation.
| Provider | Compensation |
|---|---|
HUB INTERNATIONAL4 years Service code 11 · EIN 88-1100312 300 BALLARDVALE STREET · WILMINGTON, MA 01887 Actuarial | $0 |
SEI INVESTMENTS10+ years Filed as: SEI Service code 21 · EIN 04-2542803 1 FREEDON VALLEY DR · OAKS, PA 19456 Bank Trustee | $0 |
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.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Scott Boulay Hub International 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