Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $475,397 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $29,250 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 70 · EIN 26-4310632 | Consulting Fees | $2,059 |
22 funds of $250K or more; 14 lines in all, holding $235M of the plan's $235M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: T. Rowe Price Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $181M | 76.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $19.9M | 8.5% |
| ClearBridge Large Cap Growth Franklin Templeton · Other | $9.2M | 3.9% |
| Putnam Stable Value Fund 25 Franklin Templeton · Stable value Stable value | $4.8M | 2.0% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $4.3M | 1.8% |
| T Rowe Price Integrity US SM CP I T. Rowe Price · Mutual fund | $3.0M | 1.3% |
| MFS International Divs Fund R6 MFS (Sun Life) · Mutual fund | $2.3M | 1.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $2.2M | 1.0% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $2.2M | 0.9% |
| Undiscovered Managers CL R6 JPMorgan · Mutual fund | $2.0M | 0.9% |
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, not 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.