Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$76K in admin expenses, $105 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 21 lines in all, holding $25.8M of the plan's $28.5M. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, other, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 10 vintages | $8.6M | 33.3% |
| Vanguard Target Retirement Vanguard · Separate account Target-date, 1 vintage | $5.8M | 22.3% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $1.9M | 7.5% |
| AB Large Cap Grw Fnd Z AllianceBernstein · Insurance contract | $1.5M | 5.9% |
| Victory Sycmr Est Vl Fd R6 Victory Capital · Insurance contract | $1.5M | 5.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.5M | 5.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $916K | 3.6% |
| Voya Intermediate Bond Fund Class R6 Voya · Insurance contract Recordkeeper's own fund | $809K | 3.1% |
| Voya Neuberg Berm MdCp Grw Fnd R6 Voya · Insurance contract Recordkeeper's own fund | $703K | 2.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Insurance contract | $663K | 2.6% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
11 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 |
|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 99 · EIN 59-1545914 Other Fees | $36,880 |
Service code 49 7734 EXCELSIOR RD STE 102 · BAXTER, MN 56425 Other Services | $12,287 |
MORNINGSTAR7 years Service code 64 Recordkeeping Fees | $28 |
VOYA FINANCIAL ADVISORS INC10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed September 9, 2025.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2016 to 2025