Filings through .
3 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.
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.
$393K in admin expenses, $261 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
27 funds of $250K or more; 28 lines in all, holding $227M of the plan's $249M. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $46.0M | 20.3% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $28.1M | 12.4% |
| Vanguard Developed Markets Index Fund Institutional Shares Vanguard · Mutual fund Index | $27.7M | 12.2% |
| Tiaa Traditional Annuity Contract - Nonbenefit-Responsive TIAA (Nuveen) · Insurance contract | $18.0M | 7.9% |
| Vanguard Value Index Fund Institutional Shares Vanguard · Mutual fund Index | $17.8M | 7.8% |
| Stable Asset Fund Standard Stable Asset Fund ll Manager not matched · Stable value Stable value | $16.1M | 7.1% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund | $15.6M | 6.9% |
| Vanguard Emerging Mkts Index I Vanguard · Mutual fund Index | $12.3M | 5.4% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.0M | 2.6% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund | $5.7M | 2.5% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighJohn Hancock Diversified Real Assets Fund Class NAV to Principal Diversified Real Ass | $1.8M to $2.1M |
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.
18 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 4 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC6 years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 Loan Processing | $182,506 |
VOYA FINANCIAL ADVISORS INC6 years Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 Advisory (Participants) | $128,430 |
CERITY PARTNERS4 years Filed as: CERITY Service code 26 · EIN 35-2467663 Advisory (Participants) | $22,332 |
FORVIS MAZARS, LLP4 years Filed as: FORVIS Service code 10 · EIN 44-0160260 Accounting | $14,900 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed July 9, 2020 (most recent of 3 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025