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 |
|---|---|---|
LPL FINANCIAL8 years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $42,639 |
T ROWE PRICE RPS INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $35,217 |
MCCURDY & ASSOCIATES, INC.2 years Service code 10 4800 ROBERTS RD · COLUMBUS, OH 43228 | Accounting | $14,250 |
27 funds of $250K or more; 24 lines in all, holding $39.4M of the plan's $39.9M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: MFS Lifetime, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Lifetime MFS (Sun Life) · Mutual fund Target-date, 10 vintages | $13.4M | 34.0% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund Recordkeeper's own fund | $4.0M | 10.1% |
| T. Rowe Price Government Money Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $3.9M | 9.9% |
| Columbia Select Large Cap Value Fund ADV Ameriprise (Columbia Threadneedle) · Mutual fund | $2.3M | 5.9% |
| Janus Henderson Venture Fund Class T Janus Henderson · Mutual fund Possible retail class T | $2.2M | 5.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 4.1% |
| MFS Global Equity R6 Fund MFS (Sun Life) · Mutual fund | $1.5M | 3.8% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $1.3M | 3.4% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $1.2M | 3.1% |
| American Funds Fundamental Investors Class R-5E Capital Group · Mutual fund | $1.2M | 3.0% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.