Filings through .
Filed July 29, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $49,454 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,267 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,717 |
22 funds of $250K or more; 16 lines in all, holding $66.4M of the plan's $69.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Manager not matched · Mutual fund Target-date, 12 vintages | $27.0M | 40.7% |
| Index Fund Manager not matched · Mutual fund Index | $11.1M | 16.7% |
| Great Gray Large Cap Growth Fund Great Gray · Collective trust | $8.1M | 12.2% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $3.1M | 4.7% |
| Empower Guaranteed Income Fund Empower · Insurance contract | $2.9M | 4.4% |
| International Growth Fund Manager not matched · Collective trust | $2.9M | 4.3% |
| Fidelity Low-Priced Stock Fund Manager not matched · Mutual fund | $2.6M | 4.0% |
| Mid-Cap Stock Fund Manager not matched · Mutual fund | $2.1M | 3.2% |
| Fidelity U.S. Bond Index Fund Manager not matched · Mutual fund Index | $1.9M | 2.9% |
| Loomis Sayles Core Plus Bond Fund Natixis IM · Mutual fund | $1.3M | 1.9% |
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Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGreat Gray Large Cap Growth Fund | $8.1M |
| DroppedBaron Small Cap Fund | $1.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $374,054 | $87,870+325.7% | $113,168+230.5% | $74,304+403.4% |
| Participation rate | 96.6% | 70.7%+25.9pp | 76.6%+20.1pp | 60.3%+36.3pp |
| Annual return | 15.22% | 26.44%-11.2pp | 24.27%-9.0pp | 29.43%-14.2pp |
| Employer contribution / active EE | $6,225 | $2,277+173.4% | $2,975+109.2% | $2,241+177.8% |
| Participant deferral / active EE | $10,103 | $4,241+138.2% | $5,107+97.8% | $3,767+168.2% |
| Admin fee / account holder | $446 | $3,368-86.8% | $12,068-96.3% | $2,969-85.0% |