Filings through .
3 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$44K in admin expenses, $298 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 30 lines in all, holding $4.8M of the plan's $4.8M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyWayRetirement Index 2045 Fund R Manager not matched · Collective trust Index | $790K | 16.5% |
| MyWayRetirement Index 2055 Fund R Manager not matched · Collective trust Index | $757K | 15.8% |
| MyWayRetirement Index 2065 Fund Class R Manager not matched · Collective trust Index | $684K | 14.2% |
| MyWayRetirement Index 2050 Fund R Manager not matched · Collective trust Index | $677K | 14.1% |
| MyWayRetirement Index 2060 Fund R Manager not matched · Collective trust Index | $609K | 12.7% |
| MyWayRetirement Index 2035 R Manager not matched · Collective trust Index | $377K | 7.8% |
| MyWayRetirement Index 2040 Fund R Manager not matched · Collective trust Index | $249K | 5.2% |
| BlackRock Equity Index 1 BlackRock · Collective trust Index | $206K | 4.3% |
| MyWayRetirement Index Retirement Fund R Manager not matched · Collective trust Index | $100K | 2.1% |
| MyWayRetirement Large Cap Growth Fund Class R Manager not matched · Collective trust | $74K | 1.5% |
| 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
20 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 1 by compensation.
| Provider | Compensation |
|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 Contract Administrator | $17,725 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
2 filings · 2024 to 2025