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.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$64K in admin expenses, $241 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 46 lines in all, holding $7.9M of the plan's $8.1M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, other, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $1.4M | 17.7% |
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 10 vintages | $1.2M | 14.8% |
| Vangrd Tot Int Stk In F Adm Vanguard · Insurance contract | $838K | 10.6% |
| Aggressive Growth Lifestyle Manager not matched · Other | $767K | 9.7% |
| Fidelity US BD ID FD Fidelity (FMR) · Insurance contract | $508K | 6.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Insurance contract Index | $363K | 4.6% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Insurance contract | $355K | 4.5% |
| Baird Core Plus Bond Fund Institutional Baird · Insurance contract | $353K | 4.5% |
| MFS Internation Grw FD R6 MFS (Sun Life) · Insurance contract | $287K | 3.6% |
| Fixed Accounts Held in Group Annuity Contracts Manager not matched · Insurance contract | $252K | 3.2% |
| 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 |
36 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
36 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 |
|---|---|
VOYA FINANCIAL ADVISORS INC5 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 Advisory (Participants) | $52,754 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 2929 ALLEN PKWY · HOUSTON, TX 77019 Securities Custodian | $11,147 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025