Filings through .
4 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$69K in admin expenses, $187 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 26 lines in all, holding $9.0M of the plan's $9.2M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2045 P Z Voya · Insurance contract Index | $1.6M | 18.0% |
| Voya Index Solution 2040 P Z Voya · Insurance contract Index | $1.4M | 15.7% |
| Voya Index Solution 2050 P Z Voya · Insurance contract Index | $1.2M | 13.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $813K | 9.0% |
| Voya Index Solution 2055 P Z Voya · Insurance contract Index | $587K | 6.5% |
| AB Large Cap Grw Fnd Z AllianceBernstein · Separate account | $534K | 5.9% |
| Voya Index Solution 2030 P Z Voya · Insurance contract Index | $477K | 5.3% |
| Voya Index Solution Income Portfolio Class Z Voya · Insurance contract Index | $359K | 4.0% |
| Voya Index Solution 2035 P Z Voya · Insurance contract Index | $336K | 3.7% |
| Voya Index Solution 2060 P Z Voya · Insurance contract Index | $326K | 3.6% |
| 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVoya Index Solution Income Portfolio Class Z | $359K |
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.
16 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 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 Other Fees | $31,507 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 52-0807416 Other Services | $3,676 |
Service code 26 · EIN 81-3968784 Advisory (Participants) | $1,037 |
VOYA FINANCIAL ADVISORS INC4 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
8 filings · 2018 to 2025