Filings through .
4 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$156K in admin expenses, $330 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $39.6M of the plan's $40.0M. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement American Century · Mutual fund Target-date, 8 vintages | $10.4M | 26.2% |
| JP Morgan Large Growth Fund JPMorgan · Mutual fund | $7.5M | 19.0% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $7.3M | 18.5% |
| Federated Capital Preservation Fund Federated Hermes · Stable value Stable value | $5.9M | 14.9% |
| Vanguard Windsor II Fund Vanguard · Mutual fund | $1.9M | 4.7% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.7M | 4.2% |
| iShares S&P 500 Stock Fund BlackRock · ETF Index | $1.5M | 3.8% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $1.3M | 3.4% |
| American Century One Choice American Century · Mutual fund Target-date, 3 vintages | $846K | 2.1% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $629K | 1.6% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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 5 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 Recordkeeping | $65,310 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 51 ADVISORS, INC. · LOMBARD, IL 60148 Investment Mgmt Fees | $21,561 |
BENESYS, INC.10+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 Contract Administrator | $18,780 |
CIUNI & PANICHI, INC.10+ years Service code 10 · EIN 34-1322309 Accounting | $15,535 |
JOHNSON & KROL, LLC1 year Filed as: JOHNSON & KROL LLC Service code 29 311 S. WACKER DR, STE 1050 · CHICAGO, IL 60606 Legal | $15,367 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
2 contacts
10 filings · 2016 to 2025