Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $15,566 |
AB FUNDS2 years Filed as: AB LARGE CAP GROWTH Z Service code 15 711 HIGH STREET · DES MOINES, IA 503920001 | Recordkeeping | $0 |
AMERICAN FUNDS2 years Service code 28 | Investment Management | $0 |
AMERICAN FUNDS2 years Filed as: AMERICAN FUNDS EUROPAC GRW R6 Service code 15 · EIN 95-1411037 | Recordkeeping | $0 |
DODGE & COX2 years Filed as: DODGE & COX STOCK X Service code 15 · EIN 94-1441976 | Recordkeeping | $0 |
Filed as: FIDELITY 500 INDEX FUND Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
HARBOR2 years Filed as: HARBOR SMALL CAP GROWTH INSTL Service code 15 · EIN 04-2679462 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN CORE BOND R6 Service code 15 · EIN 13-2624428 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
11 funds hold $24.0M of the plan's $24.4M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $22.6M | 94.4% |
| Trp Stable Value N T. Rowe Price · Insurance contract Recordkeeper's own fund | $686K | 2.9% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $172K | 0.7% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $135K | 0.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $132K | 0.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $128K | 0.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $78K | 0.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $11K | <0.1% |
| Harbor Small Cap Growth Instl Harbor Capital · Other | $8K | <0.1% |
| T. Rowe Price Government Money Fund, Inc. T. Rowe Price Government Money Fund- I Class T. Rowe Price · Mutual fund Recordkeeper's own fund | $4K | <0.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.