Filings through .
4 of 17 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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 2024 filing, 1 of 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$4K in admin expenses.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 12 by compensation.
| Provider | Compensation |
|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 Recordkeeping | $17,612 |
ALLIANCE BERNSTEIN5 years Filed as: ALLIANCE BERNSTIEN Service code 28 · EIN 13-3191825 Investment Management | $0 |
AMERICAN FUNDS5 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 Investment Management | $0 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 Investment Management | $0 |
BLACKROCK5 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 Investment Management | $0 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 Investment Management | $0 |
THE HARTFORD5 years Filed as: HARTFORD FUNDS Service code 28 · EIN 13-3317783 Investment Management | $0 |
JP MORGAN5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 Investment Management | $0 |
MFS FUNDS5 years Service code 28 · EIN 04-2747644 Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2024 filing.
1 contact
6 filings · 2019 to 2024