Filings through .
3 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$8.4M in admin expenses, $69 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
EDELMAN FINANCIAL ENGINES, LLC11+ years Filed as: FINANCIAL ENGINES Service code 27 · EIN 77-0473565 Advisory (Plan) | $5,765,396 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVES INST OPERS CO, INC. Service code 15 · EIN 04-2647786 Recordkeeping | $3,530,205 |
SB & COMPANY, LLC4 years Service code 10 · EIN 20-2153727 Accounting | $56,790 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
Filed June 21, 2021.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025