Filings through .
3 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 4 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
3 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$109K in admin expenses, $133 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 35 lines in all, holding $22.2M of the plan's $22.6M. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Agg 2045 Fd R Manager not matched · Collective trust | $3.9M | 17.7% |
| MyCompass Ind Agg 2055 Fd R Manager not matched · Collective trust | $3.9M | 17.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 15.6% |
| MyCompass Ind Agg 2035 Fd R Manager not matched · Collective trust | $2.1M | 9.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 4.7% |
| Lrg Cap Grth III R1 Manager not matched · Collective trust | $742K | 3.3% |
| MyCompass Ind Agg Ret Fd R Manager not matched · Collective trust | $689K | 3.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund | $616K | 2.8% |
| Amer Fnds American Balance R6 Manager not matched · Mutual fund | $552K | 2.5% |
| MyCompass Ind Mod 2055 Fd R Manager not matched · Collective trust | $461K | 2.1% |
| 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 |
25 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeAB Large CAP Growth Fund INC Class Z to Lrg Cap Grth III R1 | $498K to $742K |
| AddedMyCompass Ind Mod 2055 Fd R | $461K |
| AddedMyCompass Ind Mod 2045 Fd R | $404K |
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.
25 more lines and 2 more changes 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 2 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC4+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $102,954 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $5,626 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
3 contacts
4 filings · 2022 to 2025