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.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$11K in admin expenses, $36 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 38 lines in all, holding $9.1M of the plan's $9.2M. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $1.7M | 19.1% |
| MyCompass Ind Mod 2035 Fd R Manager not matched · Collective trust | $895K | 9.8% |
| MyCompass Ind Mod 2045 Fd R Manager not matched · Collective trust | $752K | 8.2% |
| Vangrd Tot Int Stk In F Adm Vanguard · Separate account | $619K | 6.8% |
| MyCompass Ind Mod Ret Fd R Manager not matched · Collective trust | $373K | 4.1% |
| Pooled Separate Accounts Amer Fnds American Balance R6 Manager not matched · Separate account | $365K | 4.0% |
| Fixed Annuities Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $353K | 3.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $352K | 3.9% |
| MyCompass Ind Mod 2055 Fd R Manager not matched · Collective trust | $351K | 3.8% |
| Voya Large Cap Growth Fund 8 Voya · Collective trust Recordkeeper's own fund | $340K | 3.7% |
| 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 |
28 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 9 funds.
| Fund | Year-end value |
|---|---|
| AddedMyCompass Ind Mod 2035 Fd R | $895K |
| AddedMyCompass Ind Mod 2045 Fd R | $752K |
| AddedVangrd Tot Int Stk In F Adm | $619K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines.
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.
28 more lines and 6 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 INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $8,470 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 Recordkeeping | $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
11 filings · 2015 to 2025