Filings through .
3 of 18 flags tripped on the 2024 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 2024 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.
$66K in admin expenses, $140 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 25 lines in all, holding $7.8M of the plan's $8.0M. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| 2050 Fund Vanguard Vanguard · Mutual fund | $1.5M | 19.2% |
| 2040 Fund Vanguard Vanguard · Mutual fund | $980K | 12.5% |
| Vanguard 2060 Fund Vanguard · Mutual fund | $786K | 10.0% |
| 2035 Fund Vanguard Vanguard · Mutual fund | $772K | 9.9% |
| 2055 Fund Vanguard Vanguard · Mutual fund | $726K | 9.3% |
| 2030 Fund Vanguard Vanguard · Mutual fund | $641K | 8.2% |
| 2045 Fund Vanguard Vanguard · Mutual fund | $453K | 5.8% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $409K | 5.2% |
| Morley Stable Value Fund Principal · Stable value Stable value | $235K | 3.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $223K | 2.8% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
15 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 3 by compensation.
| Provider | Compensation |
|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $39,730 |
MARINER WEALTH ADVISORS, LLC5 years Service code 15 · EIN 20-4553256 Recordkeeping | $25,814 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 Shareholder Servicing | $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 2024 filing.
3 contacts
10 filings · 2015 to 2024