Filings through .
1 of 17 flags tripped on the 2025 filing.
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 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.
$57K in admin expenses, $114 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; 30 lines in all, holding $9.2M of the plan's $9.4M. Recordkeeper: Paychex.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mwrt Balanced R CIT Manager not matched · Collective trust | $2.8M | 30.2% |
| MyWayRetirement Index 2040 Fund Manager not matched · Collective trust Index | $942K | 10.3% |
| BlackRock Intl Eq Index CIT F BlackRock · Collective trust Index | $608K | 6.6% |
| MyWayRetirement Index 2060 Fund Manager not matched · Collective trust Index | $534K | 5.8% |
| MyWayRetirement Index 2030 Fund Manager not matched · Collective trust Index | $491K | 5.4% |
| Mwrt LR CP Grw R CIT Manager not matched · Collective trust | $428K | 4.7% |
| MyWayRetirement Index 2050 Fund Manager not matched · Collective trust Index | $394K | 4.3% |
| MyWayRetirement Index 2055 Fund Manager not matched · Collective trust Index | $332K | 3.6% |
| MyWayRetirement Index 2035 Fund Manager not matched · Collective trust Index | $326K | 3.6% |
| MyWayRetirement Index Retirement Fund Manager not matched · Collective trust Index | $300K | 3.3% |
| 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
20 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 26 · EIN 59-1199408 ATTN AMS 0326-055 · ST. PETERSBURG, FL 33742 Advisory (Participants) | $34,215 |
PAYCHEX, INC.11+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 Recordkeeping | $20,643 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed May 27, 2012.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
10 filings · 2015 to 2025