Filings through .
5 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.
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.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$62K in admin expenses, $124 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; 11 lines in all, holding $2.6M of the plan's $2.6M. Recordkeeper: Plan Administration & Consulting.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Short-Term Investment-Grade Fund Investor Shares Vanguard · Mutual fund | $562K | 21.7% |
| U.S. Vector Equity Portfolio - Institutional Class Dimensional · Mutual fund | $393K | 15.2% |
| Vanguard Short-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $275K | 10.6% |
| U.S. Large Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $273K | 10.5% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $248K | 9.6% |
| Borrower, Lessor, or Manager not matched · Other | $187K | 7.2% |
| DFA Global Real Estate Securities Portfolio Shares Dimensional · Mutual fund | $155K | 6.0% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $152K | 5.9% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $143K | 5.5% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $111K | 4.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Sht Term Invt Grade | $791K |
| AddedVanguard Short-Term Investment-Grade Fund Investor Shares | $562K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
1 more line in this lineup is 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 3 by compensation.
| Provider | Compensation |
|---|---|
WATKINS UIBERALL, PLLC7 years Service code 10 · EIN 62-1804252 1661 AARON BRENNER DRIVE, STE. 300 · MEMPHIS, TN 38120 Accounting | $27,200 |
MUSTARD SEED10+ years Service code 28 · EIN 43-2025237 202 S. PINE · MAGNOLIA, AR 71753 Investment Management | $16,105 |
Service code 13 · EIN 01-0690018 1661 AARON BRENNER DRIVE, STE. 300 · MEMPHIS, TN 38120 Contract Administrator | $15,350 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
3 contacts
11 filings · 2015 to 2025