Filings through .
3 of 17 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$100K in admin expenses, $173 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 29 lines in all, holding $15.8M of the plan's $16.6M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2025 R6 Capital Group · Mutual fund | $1.9M | 11.9% |
| American Funds 2030 R6 Capital Group · Mutual fund | $1.5M | 9.6% |
| American Funds 2035 R6 Capital Group · Mutual fund | $1.3M | 8.4% |
| American Funds 2020 R6 Capital Group · Mutual fund | $1.3M | 8.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 7.8% |
| MFS Series Trust MFS Growth MFS (Sun Life) · Collective trust | $1.1M | 6.9% |
| American Funds 2045 R6 Capital Group · Mutual fund | $910K | 5.8% |
| Putnam Large Cap Value R6 Franklin Templeton · Mutual fund | $872K | 5.5% |
| American Funds 2040 R6 Capital Group · Mutual fund | $838K | 5.3% |
| American Funds 2055 R6 Capital Group · Mutual fund | $677K | 4.3% |
| 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 |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedDFA Investment Dimensions DFA Emrg MKT Core EQ | $434K |
| DroppedInvesco Invs Develop MKT R6 | $321K |
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.
19 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 3 by compensation.
| Provider | Compensation |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $55,232 |
MARSH & MCLENNAN AGENCY LLC7+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 Advisory (Plan) | $35,206 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, LLC. Service code 27 · EIN 04-2654524 Advisory (Plan) | $9,809 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
3 contacts
7 filings · 2019 to 2025