Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $70K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$37K in admin expenses, $106 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 31 lines in all, holding $5.9M of the plan's $6.2M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Moderate Ret Fd 2045 R Manager not matched · Collective trust | $2.1M | 35.3% |
| MyCompass Ind Moderate Ret Fd 2035 R Manager not matched · Collective trust | $1.4M | 23.5% |
| MyCompass Ind Moderate Ret Fd 2055 R Manager not matched · Collective trust | $1.2M | 20.2% |
| MyCompass Ind Mod Ret Fd R Manager not matched · Collective trust | $241K | 4.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $166K | 2.8% |
| MyCompass Ind Moderate 2065 Ret Fd R Manager not matched · Collective trust | $135K | 2.3% |
| MyCompass Ind Aggressive Ret Fd 2055 R Manager not matched · Collective trust | $114K | 1.9% |
| Vantuard Large-Cap Index Fund Adm Manager not matched · Separate account Index | $71K | 1.2% |
| MyCompass Ind Conservative Ret 2055 Fd Manager not matched · Collective trust | $68K | 1.2% |
| Large Cap Growth Fund II R1 Manager not matched · Separate account | $63K | 1.1% |
| 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 |
21 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
21 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 49 · EIN 92-1807984 558 CASTLE PINES PARKWAY · CASTLE PINES, CO 80108 Other Services | $0 |
Filed as: MMA SECURITIES LLC Service code 55 PO BOX 9497 · NEW YORK, NY 10087 Other Commissions | $0 |
VOYA FINANCIAL ADVISORS INC2+ years Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 27 · EIN 71-0294708 Advisory (Plan) | $0 |
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.
4 contacts
2 filings · 2024 to 2025