Filings through .
4 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 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.
Showing the 2025 filing, 1 of 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$33K in admin expenses, $18 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 32 lines in all, holding $9.0M of the plan's $9.7M. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Unallocated Pooled Separate Account sub-accounts: • Vriac Fidelity (FMR) · Separate account | $1.4M | 15.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $923K | 10.3% |
| New World Fund Inc Capital Group · Mutual fund | $912K | 10.2% |
| Voya Fm:d Account Voya · Insurance contract Recordkeeper's own fund | $531K | 5.9% |
| • Vriac Capital Group · Mutual fund | $499K | 5.6% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $496K | 5.5% |
| Great Gray Trust Co. MyCompass Index Conservative Retirement Manager not matched · Collective trust Index | $441K | 4.9% |
| J.P. Morgan Asset Management Large Cap Growth JPMorgan · Other | $370K | 4.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $289K | 3.2% |
| American Balanced Fund Capital Group · Mutual fund | $277K | 3.1% |
| 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 |
22 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
22 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 4 by compensation.
| Provider | Compensation |
|---|---|
KESTRA FINANCIAL1 year Filed as: KESTRA ADVISORY SERVICES, LLC Service code 99 Other Fees | $28,919 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 64 · EIN 71-0294708 Recordkeeping Fees | $15,800 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $13,913 |
KESTRA FINANCIAL1 year Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
3 filings · 2023 to 2025