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.
34 funds hold $408K of the plan's $406K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| funds: MyCompass American Funds 2055 Fund-R Capital Group · Collective trust | $50K | 12.4% |
| MyCompass Amer Fds 2040 Fd R Capital Group · Collective trust | $50K | 12.2% |
| MyCompass Amer Fds 2030 Fd R Capital Group · Collective trust | $46K | 11.2% |
| MyCompass Amer Fds 2050 Fd R Capital Group · Collective trust | $40K | 9.9% |
| MyCompass Amer Fds 2025 Fd R Capital Group · Collective trust | $39K | 9.5% |
| MyCompass Amer Fds 2060 Fd R Capital Group · Collective trust | $38K | 9.4% |
| MyCompass Amer Fds 2045 Fd R Capital Group · Collective trust | $29K | 7.2% |
| MyCompass Amer Fds 2035 Fd R Capital Group · Collective trust | $27K | 6.6% |
| Amer Fnds Amcap Fund R6 Capital Group · Mutual fund | $12K | 3.0% |
| MyCompass Amer Fds 2065 Fd R Capital Group · Collective trust | $10K | 2.5% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.