Filings through .
4 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
$92K in admin expenses, $247 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; 3 lines in all, holding $8.6M of the plan's $28.5M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Morgan Stanley Money market accounts Morgan Stanley · Money market | $8.4M | 97.9% |
| Accrued interest receivable Manager not matched · Other | $173K | 2.0% |
| Business money market Manager not matched · Money market | $3K | <0.1% |
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.
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 |
|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-1060260 Accounting | $33,182 |
VENTURA6 years Service code 25 · EIN 82-2898965 Directed Trustee | $27,000 |
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 Plan Administrator | $20,449 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025