Filings through .
6 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$13K in admin expenses, $51 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds hold $1.4M of the plan's $1.4M. Recordkeeper: Paychex.
| Fund | Dollars | % of funds% |
|---|---|---|
| One Choice IN Retirement Portfolio I Class American Century · Mutual fund | $230K | 16.6% |
| One Choice 2040 Portfolio I Class American Century · Mutual fund | $163K | 11.8% |
| Pioneer Select Mid Cap Growth Fund: Class Y Victory Capital · Mutual fund | $130K | 9.4% |
| ClearBridge Small Cap Growth Fund Class I Franklin Templeton · Mutual fund | $120K | 8.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $111K | 8.0% |
| Columbia Cornerstone Growth Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $94K | 6.8% |
| One Choice 2035 Portfolio I Class American Century · Mutual fund | $80K | 5.8% |
| Virtus Ceredex Large-Cap Value Equity Fund Class I Virtus · Mutual fund | $72K | 5.2% |
| Victory Sycamore Established Value Fund Class I Victory Capital · Mutual fund | $65K | 4.7% |
| One Choice 2050 Portfolio I Class American Century · Mutual fund | $63K | 4.6% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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.
14 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 2 by compensation.
| Provider | Compensation |
|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 Recordkeeping | $6,129 |
EXCEL FINANCIAL1 year Filed as: EXCEL SECURITIES & ASSOCIATES INC Service code 26 200 CANAL VIEW BLVD · ROCHESTER, NY 14623 Advisory (Participants) | $6,059 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025