Filings through .
2 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.
Possible retail share class: $11.9M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$59K in admin expenses, $136 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 32 lines in all, holding $14.7M of the plan's $15.2M. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wilmington Flexpath Index Moderate 2045 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $2.3M | 16.0% |
| Wilmington Trust flexPATH Index+ Moderate 2035 R1 Manager not matched · Collective trust Index | $2.0M | 13.8% |
| Wilmington FlexPath Index + Moderate Retirement Fund R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $1.9M | 12.8% |
| Wilmington flexPATH Index Moderate 2055 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $1.8M | 12.6% |
| Wilmington Large Cap Growth Fund III CL R1 Manager not matched · Mutual fund Possible retail class R1 | $1.6M | 10.7% |
| BlackRock Equity Index I BlackRock · Mutual fund IndexPossible retail class A | $756K | 5.1% |
| Wilmington flexPATH Index Aggressive 2035 Fund - Class R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $561K | 3.8% |
| Wilmington flexPATH Index Conservative 2035 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $342K | 2.3% |
| Wilmington flexPATH Index+ Aggressive 2045 Fund - Class R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $288K | 2.0% |
| MFS Time Square Mid Cap MFS (Sun Life) · Mutual fund Possible retail class A | $283K | 1.9% |
| 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 |
22 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMFS Time Square Mid Cap | $283K |
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.
22 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 |
|---|---|
VOYA FINANCIAL ADVISORS INC4 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $59,031 |
NFP RETIREMENT INC4 years Service code 99 · EIN 33-0905143 Other Fees | $30,437 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025