Filings through .
4 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.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$193K in admin expenses, $4 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds hold $386M of the plan's $388M. Recordkeeper: T. Rowe Price.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $81.4M | 21.1% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $44.8M | 11.6% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $38.3M | 9.9% |
| Touchstone Sands Capital Select Growth Fund Class R6 Western & Southern · Mutual fund | $32.9M | 8.5% |
| SmallCap Growth Fund I Principal · Mutual fund | $24.2M | 6.3% |
| T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price Small-Cap Value Fund-I Class T. Rowe Price · Mutual fund Recordkeeper's own fund | $20.6M | 5.3% |
| Prudential Guaranteed Interest 403 Annuity Prudential (PGIM) · Insurance contract | $19.2M | 5.0% |
| WCM Focused International Growth Fund Institutional Class WCM Investment Management · Mutual fund | $18.3M | 4.7% |
| Artisan International Value Fund Artisan Partners · Mutual fund | $18.3M | 4.7% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $16.4M | 4.2% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedDodge & Cox Balanced Fund | $14.0M |
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.
8 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 |
|---|---|
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 Recordkeeping | $156,000 |
CROWE LLP2 years Filed as: CROWE, LLP Service code 10 PO BOX 71570 · CHICAGO, IL 60694 Accounting | $31,000 |
MERCER7 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 Consulting | $5,000 |
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.
7 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025