Filings through .
4 of 19 flags tripped on the 2025 filing.
Possible retail share class: $14.0M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% 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.
$262K in admin expenses, $371 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 $85.4M of the plan's $85.9M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mercer Active Long Corporate Investment Portfolio Marsh McLennan (Mercer) · Mutual fund | $40.9M | 47.8% |
| State Street Intermediate US Government Bond Index Class A State Street (SSgA) · Mutual fund IndexPossible retail class A | $14.0M | 16.4% |
| Mercer Active Intermediate Core Fixed Income Portfolio Marsh McLennan (Mercer) · Mutual fund | $10.3M | 12.0% |
| Mercer US Large Cap Passive Equity Portfolio Marsh McLennan (Mercer) · Mutual fund Index | $7.2M | 8.5% |
| Mercer Opportunistic Fixed Income Fund Marsh McLennan (Mercer) · Mutual fund | $4.3M | 5.0% |
| Mercer Non-US Core Equity Fund Marsh McLennan (Mercer) · Mutual fund | $3.3M | 3.9% |
| Mercer Long Duration Passive Fixed Income Fund Marsh McLennan (Mercer) · Mutual fund Index | $3.0M | 3.6% |
| Mercer Emerging Markets Equity Fund Marsh McLennan (Mercer) · Mutual fund | $1.5M | 1.7% |
| Mercer Small/Mid Cap Growth Equity Portfolio Marsh McLennan (Mercer) · Mutual fund | $902K | 1.1% |
Dropped 2 funds. Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundCF Mercer Opportunistic Fixed Income Portfolio to Mercer Opportunistic Fixed Income Fund | $4.2M to $4.3M |
| DroppedUS Bank | $916K |
| DroppedCF Mercer Global Low Volatility Equity Portfolio | $510K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 renames.
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 2 by compensation.
| Provider | Compensation |
|---|---|
MERCER11+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 Investment Mgmt Fees | $262,191 |
STATE STREET GLOBAL ADVISORS2 years Service code 19 · EIN 81-4017137 1 IRON STREET · BOSTON, MA 02210 Securities Custodian | $2,068 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Brent R. Chubbs 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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025