Filings through .
1 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.
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.
$45K in admin expenses, $60 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 41 lines in all, holding $19.0M of the plan's $19.1M. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Amer Fds 2040 Fd R Capital Group · Collective trust | $3.4M | 18.0% |
| MyCompass Amer Fds 2050 Fd R Capital Group · Collective trust | $3.1M | 16.6% |
| MyCompass Amer Fds 2045 Fd R Capital Group · Collective trust | $2.0M | 10.6% |
| MyCompass Amer Fds 2035 Fd R Capital Group · Collective trust | $1.6M | 8.7% |
| MyCompass Amer Fds 2030 Fd R Capital Group · Collective trust | $1.4M | 7.3% |
| MyCompass Amer Fds 2060 Fd R Capital Group · Collective trust | $1.3M | 7.0% |
| funds: MyCompass American Funds 2055 Fund-R Capital Group · Collective trust | $1.3M | 6.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 6.0% |
| MyCompass Amer Fds 2025 Fd R Capital Group · Collective trust | $1.1M | 5.6% |
| MyCompass Amer Fds 2065 Fd R Capital Group · Collective trust | $505K | 2.7% |
| 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 |
31 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement 2040 Fund Investor Shares to MyCompass Amer Fds 2040 Fd R | $10.3M to $16.2M |
| DroppedAmerican Funds Target Date 2030 | $752K |
| AddedT. Rowe Price Health Sciences Fund, Inc. T. Rowe Price Health Sciences Fund-I Class | $252K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
31 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 3 by compensation.
| Provider | Compensation |
|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 Other Fees | $26,551 |
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $24,580 |
Service code 99 · EIN 01-0233346 Other Fees | $20,229 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025