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 |
|---|---|---|
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $26,447 |
ALLIANCE BERNSTEIN7 years Filed as: AB GLOBAL Service code 28 · EIN 13-3191825 | Investment Management | $0 |
ALLSPRING GLOBAL INVESTMENTS3 years Filed as: ALLSPRING FUNDS Service code 28 · EIN 41-0449260 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK6 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA4 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS6 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
8 funds of $250K or more; 15 lines in all, holding $6.9M of the plan's $7.1M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.7M | 81.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $729K | 10.5% |
| T. Rowe Price Stable Value Common Trust N Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $113K | 1.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $96K | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $83K | 1.2% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $64K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $52K | 0.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $49K | 0.7% |
| T. Rowe Price Global Multi-Sector Bond Fund, Inc. T. Rowe Price Global Multi-Sector Bond Fund--I Class T. Rowe Price · Mutual fund Recordkeeper's own fund | $45K | 0.6% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $17K | 0.2% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.