Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$38K in admin expenses, $83 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 20 lines in all, holding $17.1M of the plan's $17.3M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, other, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Insurance contract Target-date, 6 vintages | $4.2M | 24.7% |
| Guaranteed Interest Accounts MassMutual Life Insurance Company MassMutual · Insurance contract | $3.6M | 21.0% |
| Select Blue Chip Growth Fund MassMutual · Insurance contract | $3.2M | 18.5% |
| MassMutual Life Insurance Company Capital Group · Insurance contract | $1.2M | 6.8% |
| MFS Growth Fund MFS (Sun Life) · Insurance contract | $709K | 4.2% |
| MassMutual MM S&P 500 Indx Fund MassMutual · Insurance contract Index | $621K | 3.6% |
| MassMutual Core Bond MassMutual · Insurance contract | $553K | 3.2% |
| Capital Group Europacific Growth SA Capital Group · Insurance contract | $530K | 3.1% |
| MassMutual Balanced Fund MassMutual · Insurance contract | $495K | 2.9% |
| MassMutual MSCI EAFE International Index MassMutual · Insurance contract Index | $456K | 2.7% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMassMutual Balanced Fund | $495K |
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.
10 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 |
|---|---|
MIDWEST PENSION & PROFIT SHARING SE11+ years Service code 13 121 S 8TH ST · MINNEAPOLIS, MN 55402 Contract Administrator | $50,649 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025