Filings through .
4 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 employer contribution
Employer 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.)
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.
$52K in admin expenses, $285 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 22 lines in all, holding $6.2M of the plan's $6.7M. Recordkeeper: Newport Group.
Target-date series: American Funds Target Date, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $4.6M | 73.5% |
| Vanguard Total World Stock Index Adm 0 Vanguard · Mutual fund Index | $216K | 3.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $182K | 2.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $168K | 2.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $135K | 2.2% |
| Vanguard Short-Term Invest Grade Adm 0 Vanguard · Mutual fund | $130K | 2.1% |
| Vanguard Interm-Term Bond Index Adm 0 Vanguard · Mutual fund Index | $127K | 2.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $110K | 1.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $92K | 1.5% |
| American Funds American Balanced R6 0 Capital Group · Mutual fund | $80K | 1.3% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds 2040 Target Date Retirement Fund Class R-6 to American Funds Target Date 2040 Fund | $3.9M to $4.6M |
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.
12 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 |
|---|---|
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 Recordkeeping | $29,877 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 Advisory (Plan) | $21,994 |
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.
3 contacts
11 filings · 2015 to 2025