Filings through .
5 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
SC&H GROUP INC1 year Filed as: SC&H GROUP, INC. Service code 34 PO BOX 64271 · BALTIMORE, MD 21264-4271 Valuation (appraisals, etc.); Consult... | $40,000 |
VENTURA1 year Filed as: VENTURA TRUST COMPANY Service code 25 LOCKBOX #170031 · MINNEAPOLIS, MN 55480-9201 Directed Trustee | $30,000 |
SAUL EWING1 year Filed as: SAUL EWING LLP Service code 29 PO BOX 825482 · PHILADEPHIA, PA 19182-5482 Legal | $8,927 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
4 contacts
7 filings · 2019 to 2025