Filings through .
3 of 17 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.
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.
$3K in admin expenses, $18 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 17 lines in all, holding $3.2M of the plan's $3.4M. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $1.9M | 58.5% |
| State Street State St S&P 500 Index IX State Street (SSgA) · Mutual fund Index | $331K | 10.3% |
| State Street State St S&P Mid Cap Index NL State Street (SSgA) · Collective trust Index | $149K | 4.6% |
| Nomura Intl Core Eq Manager not matched · Other | $142K | 4.4% |
| State Street State St Intl Index SecLend Viii State Street (SSgA) · Mutual fund Index | $131K | 4.1% |
| JPM US Equity Fd JPMorgan · Other | $102K | 3.2% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $100K | 3.1% |
| MFS Total Return Fund MFS (Sun Life) · Mutual fund | $89K | 2.8% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $62K | 1.9% |
| Pgim High Yield Prudential (PGIM) · Other | $53K | 1.7% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
7 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 2 by compensation.
| Provider | Compensation |
|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $2,622 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
9 filings · 2017 to 2025