Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ERISA ADVISERS, INC.5 years Service code 99 · EIN 46-4414880 | Other Fees | $6,963 |
20 funds of $250K or more; 26 lines in all, holding $15.5M of the plan's $17.2M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, other, 28% of fund dollars
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.