Filings through .
2 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$260K in admin expenses, $551 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more; 33 lines in all, holding $47.2M of the plan's $47.5M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray MyWayRtmt Index 2035 Fund Manager not matched · Collective trust Index | $9.0M | 19.1% |
| Great Gray MyWayRtmt Index 2045 Fund Manager not matched · Collective trust Index | $7.3M | 15.5% |
| Great Gray MyWayRtmt Index 2050 Fund Manager not matched · Collective trust Index | $4.9M | 10.5% |
| Great Gray MyWayRtmt Index 2040 Fund Manager not matched · Collective trust Index | $4.3M | 9.1% |
| Great Gray MyWayRtmt Index 2030 Fund Manager not matched · Collective trust Index | $3.7M | 7.8% |
| Great Gray Collective Investment Trust BlackRock · Collective trust Index | $3.3M | 7.1% |
| Great Gray MyWayRtmt Index 2055 Fund Manager not matched · Collective trust Index | $3.2M | 6.8% |
| Great Gray MyWayRetirement Lrg Cap Grth R Manager not matched · Collective trust | $2.7M | 5.7% |
| Great Gray MyWayRtmt Index 2060 Fund Manager not matched · Collective trust Index | $1.1M | 2.4% |
| Great Gray MyWayRtmt Index Retirement Fd Manager not matched · Collective trust Index | $917K | 1.9% |
| 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 |
23 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCost Value Mutual Funds G | $258K |
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.
23 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 6 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP5+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $259,899 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 27 · EIN 59-1237041 Advisory (Plan) | $139,714 |
COASTAL PENSION SERVICES5+ years Filed as: COASTAL PENSION SERVICES INC. Service code 13 Contract Administrator | $20,701 |
COASTAL PENSION SERVICES5+ years Filed as: COASTAL PENSION SERVICES, INC Service code 13 · EIN 52-1053785 Contract Administrator | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 Advisory (Participants) | $0 |
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.
2 contacts
5 filings · 2021 to 2025