Filings through .
4 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
$247K in admin expenses, $887 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds hold $13.8M of the plan's $79.9M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| General Treasury Securities Manager not matched · Mutual fund | $9.2M | 66.8% |
| iShares MSCI EAFE ETF BlackRock · ETF | $1.9M | 13.9% |
| Jpmorgan Chase Common Stock JPMorgan · Mutual fund | $1.6M | 11.9% |
| iShares Core MSCI Europe ETF BlackRock · ETF | $1.0M | 7.4% |
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.
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 1 by compensation.
| Provider | Compensation |
|---|---|
BAIRD INSURANCE SERVICES INC11+ years Filed as: BAIRD Service code 16 · EIN 39-6037917 Consulting | $247,424 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025