Filings through .
3 of 18 flags tripped on the 2025 filing.
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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$71K in admin expenses, $83 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 hold $13.7M of the plan's $14.8M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| MFB Northern Funds Stock Index Fund Northern Trust · Mutual fund Index | $4.0M | 29.2% |
| Cap MFB Northern Funds Bd Index Fund Northern Trust · Mutual fund Index | $2.9M | 20.8% |
| Mfb Northern Equity Index Funds Intl Eqt Index Manager not matched · Mutual fund Index | $1.9M | 13.7% |
| MFC Flexshares TR TR Iboxx 3 yr Target Index funds Manager not matched · Mutual fund Index | $1.2M | 8.6% |
| Duration TIPS Index Fund b MFO Vanguard Inflation Protected Vanguard · Mutual fund Index | $781K | 5.7% |
| MFC Flexshares Trust Stoxx Global Broad Index funds Manager not matched · Mutual fund Index | $717K | 5.2% |
| MFO Payden and Rygel Invt Group High Mutual funds Payden & Rygel · Mutual fund | $571K | 4.2% |
| MFB Northern Instl Fds Treas Portfolio Shs CL Fund Manager not matched · Mutual fund | $506K | 3.7% |
| Mfo DFA Intl Small CO Portfolio FD Dimensional · Mutual fund Index | $383K | 2.8% |
| MFB Northern Equity Index Funds Mid Manager not matched · Mutual fund Index | $307K | 2.2% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
2 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 1 by compensation.
| Provider | Compensation |
|---|---|
NORTHERN TRUST COMPANY10+ years Service code 18 · EIN 36-1561860 Other fees; Account maintenance fees;... | $71,130 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
9 filings · 2016 to 2025