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 |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC5 years Filed as: MMA SECURITIES LLC Service code 99 · EIN 22-3570392 | Other Fees | $26,168 |
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS, INC Service code 49 6215 FERRIS SQ STE 125 · SAN DIEGO, CA 92121 | Other Services | $6,613 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,022 |
17 funds of $250K or more; 21 lines in all, holding $13.7M of the plan's $14.0M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Voya Index Solution, other, 43% of fund dollars
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.