Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Possible retail share class: $386K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$43K in admin expenses, $236 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $10.0M of the plan's $10.2M. Recordkeeper: Newport Group.
Target-date series: Fidelity Freedom Index, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $2.8M | 28.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 10.4% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $954K | 9.5% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $698K | 7.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $563K | 5.6% |
| Great Gray Eupac Trust R1 Manager not matched · Collective trust | $514K | 5.1% |
| Reliance Metlife Stable Value Fund MetLife · Stable value Stable value | $472K | 4.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $425K | 4.2% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $414K | 4.1% |
| Janus Henderson Enterprise Fund Class T Janus Henderson · Mutual fund Possible retail class T | $386K | 3.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
7 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP Service code 27 5200 RINGS RD · DUBLIN, OH 43017 Advisory (Plan) | $21,042 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 Recordkeeping | $11,162 |
NORTHWEST TITLE FAMILY1 year Service code 50 1160 DUBLIN ROAD, SUITE 500 · COLUMBUS, OH 43215 Direct Payment | $10,838 |
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.
2 contacts
11 filings · 2015 to 2025