Filings through .
3 of 17 flags tripped on the 2025 filing.
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.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$121K in admin expenses, $1150 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 2 lines in all, holding $647K of the plan's $9.3M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Money Market Fund Principal Bank Principal · Money market | $478K | 73.9% |
| Jpmorgan Chase & CO JPMorgan · Mutual fund | $169K | 26.1% |
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
NEUBERGER BERMAN11+ years Service code 28 · EIN 13-5521910 Investment Management | $79,544 |
PCS GEORGIA1 year Service code 15 510 N VALLEY MILLS DRIVE · WACO, TX 76710-6075 Recordkeeping | $19,797 |
CARR, RIGGS & INGRAM, LLC2 years Filed as: CARR RIGGS & INGRAM Service code 10 · EIN 72-1396621 Accounting | $17,450 |
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
Filed April 22, 2016 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Free for 7 days, then $49 a month.
5 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025