Filings through .
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2 funds of $250K or more; 16 lines in all, holding $1.3M of the plan's $1.4M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Moderate 2045 Fd R Manager not matched · Other | $635K | 47.5% |
| MyCompass Ind Moderate 2035 Fd R Manager not matched · Other | $290K | 21.7% |
| MyCompass Ind Moderate 2055 Fd R Manager not matched · Other | $213K | 16.0% |
| MyCompass Ind Moderate 2065 Fd R Manager not matched · Other | $81K | 6.0% |
| MyCompass Ind Moderate Ret Fd R Manager not matched · Other | $37K | 2.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $36K | 2.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $23K | 1.8% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market | $9K | 0.7% |
| John Hancock Disp Val Mid Cap Fd R6 John Hancock (Manulife) · Mutual fund | $5K | 0.3% |
| Mutual Funds BlackRock Mid Capital Growth Equitable K BlackRock · Mutual fund | $3K | 0.2% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.