Filed March 20, 2011 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.10+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $33,139 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
24 funds of $250K or more; 16 lines in all, holding $64.2M of the plan's $66.4M. From the 2024 filing. Recordkeeper: Tri-ad Actuaries.
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 10 vintages | $49.0M | 76.3% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $4.0M | 6.2% |
| Morley Stable Value Fund Principal · Stable value Stable value | $2.2M | 3.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 2.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.3M | 2.1% |
| Smallcap World Fund Capital Group · Mutual fund | $916K | 1.4% |
| Eupac Fund Capital Group · Mutual fund | $771K | 1.2% |
| John Hancock Investment Grade Bond Fund John Hancock (Manulife) · Mutual fund | $703K | 1.1% |
| American Beacon Large Cap Value Fund American Beacon (Resolute) · Mutual fund | $662K | 1.0% |
| Schwab Small Cap Index Select Charles Schwab · Mutual fund Index | $647K | 1.0% |
See the other 6 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,229 | $50,815+75.6% | $155,509-42.6% | $77,643+14.9% |
| Participation rate | 66.8% | 63.1%+3.7pp | 78.2%-11.4pp | 70.6%-3.8pp |
| Annual return | 11.62% | 34.80%-23.2pp | 64.67%-53.0pp | 31.24%-19.6pp |
| Employer contribution / active EE | $2,511 | $1,993+26.0% | $4,672-46.3% | $2,726-7.9% |
| Participant deferral / active EE | $3,170 | $2,822+12.3% | $5,626-43.7% | $4,647-31.8% |
| Admin fee / account holder | $45 | $437-89.8% | $15,912-99.7% | $430-89.7% |