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 |
|---|---|---|
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $41,744 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,723 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 63 415 8TH AVENUE NE · BRAINERD, MN 56401 | 12b-1 Fees | $2,750 |
12 funds of $250K or more; 42 lines in all, holding $10.0M of the plan's $10.8M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.7M | 17.1% |
| SS Schwab U.S. Aggregate Bond ETF Charles Schwab · ETF Index | $1.0M | 10.4% |
| SS iShares Core S&P 500 ETF State Street (SSgA) · ETF Index | $884K | 8.9% |
| Invesco Gold & Special Minerals Fund Class R6 Invesco · Mutual fund | $769K | 7.7% |
| SS Columbia Contrarian Core I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $658K | 6.6% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $597K | 6.0% |
| SS Guggenheim Ttl Rtrn Bnd Fnd R6 Guggenheim · Mutual fund | $552K | 5.5% |
| SS Schwab US Dividend Equity ETF Charles Schwab · ETF Index | $509K | 5.1% |
| SS DFA Short-Duration Real Return Instl Dimensional · Mutual fund | $497K | 5.0% |
| JPMorgan SS Credit Suisse Strategic Income JPMorgan · Mutual fund | $383K | 3.8% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan SS Credit Suisse Strategic Income | $383K |
| AddedCost value Mutual Funds VA | $254K |
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, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.