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 |
|---|---|---|
JKR & COMPANY, INC.2 years Service code 99 · EIN 95-3420368 | Other Fees | $40,000 |
HICKS PENSION SERVICES11+ years Service code 49 · EIN 94-2158860 | Other Services | $15,430 |
17 funds of $250K or more; 21 lines in all, holding $32.5M of the plan's $33.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Great Gray FlexPath, other, 37% of fund dollars
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.