Filings through .
4 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$32K in admin expenses, $44 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, counting each target-date vintage; shown as 10 lines, holding $8.9M of the plan's $9.7M. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $6.1M | 69.2% |
| Lincoln Natl Life Multifund Lincoln Financial · Separate account | $1.7M | 18.8% |
| Aul Stable Value Account Manager not matched · Insurance contract | $364K | 4.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $296K | 3.3% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $159K | 1.8% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $96K | 1.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $46K | 0.5% |
| Global Equity Portfolio - Institutional Class Dimensional · Mutual fund | $43K | 0.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $33K | 0.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $27K | 0.3% |
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 |
|---|---|
HAYS FINANCIAL GROUP9 years Service code 26 · EIN 41-1931920 Advisory (Participants) | $24,000 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 Recordkeeping | $20,337 |
LINCOLN FINANCIAL ADVISORS CORP10+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 Contract Administrator | $2,100 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed January 11, 1.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
10 filings · 2016 to 2025