Filings through .
5 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 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.
$17K in admin expenses, $144 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 13 lines in all, holding $3.0M of the plan's $3.1M. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Lifestrategy 60/40 Vanguard · Mutual fund | $1.4M | 47.0% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $944K | 31.5% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $227K | 7.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $102K | 3.4% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $77K | 2.6% |
| Amc Small Cap Value Fund - R6 Manager not matched · Mutual fund | $75K | 2.5% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $66K | 2.2% |
| T. Rowe Price Retirement T. Rowe Price · Other Target-date, 1 vintage | $52K | 1.8% |
| Attachment to 2025 Form Manager not matched · Other | $22K | 0.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $11K | 0.4% |
| 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 |
3 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. 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. They do not show money moved.
3 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 |
|---|---|
BANK OF ANN ARBOR4 years Service code 15 · EIN 38-3252110 Recordkeeping | $12,312 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $5,129 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025