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.
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.
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 4 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
3 more years of history are on Pro. Free for 7 days, then $49 a month.
$27K in admin expenses, $66 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 27 lines in all, holding $10.6M of the plan's $11.8M. Recordkeeper: OneAmerica.
Target-date series: T. Rowe Price Retirement, other, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 13 vintages | $3.5M | 32.7% |
| Aul Stable Value Account Manager not matched · Insurance contract | $1.3M | 11.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $1.1M | 10.0% |
| Alger Capital Appreciation Manager not matched · Separate account | $661K | 6.2% |
| Nuveen Large Cap Responsible Equity Fund TIAA (Nuveen) · Separate account | $569K | 5.4% |
| PIMCO Real Return Fund PIMCO (Allianz) · Separate account | $542K | 5.1% |
| Putnam Large Cap Value Fund Franklin Templeton · Separate account | $528K | 5.0% |
| BlackRock Total Return Fund BlackRock · Separate account | $516K | 4.9% |
| PIMCO StocksPLUS International Fund PIMCO (Allianz) · Separate account | $515K | 4.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $453K | 4.3% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
17 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 Advisory (Participants) | $25,097 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 Recordkeeping | $7,853 |
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.
2 contacts
4 filings · 2022 to 2025