Filings through .
3 of 17 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$608K in admin expenses, $764 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds hold $142M of the plan's $142M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mercer Passive Long Credit BNY · Collective trust Index | $28.0M | 19.8% |
| Mercer Passive Long Government BNY · Collective trust Index | $27.8M | 19.6% |
| Mercer US Large Cap Passive Equity CT BNY · Collective trust Index | $25.2M | 17.8% |
| Mercer Non-Us Core Equity BNY · Collective trust | $24.2M | 17.1% |
| Mercer Global Low Volatility Equity BNY · Collective trust | $15.4M | 10.9% |
| Mercer Emerging Markets Equity CT BNY · Collective trust | $13.8M | 9.7% |
| Mercer US Small/mid Cap Growth Equity Portfolio BNY · Collective trust | $5.6M | 4.0% |
| Mercer Private Investment Partners VII LP Marsh McLennan (Mercer) · Other | $1.1M | 0.8% |
| Mellon Retirement Services BNY · Collective trust | $380K | 0.3% |
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 |
|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 Actuarial | $350,790 |
BNY MELLON9 years Filed as: THE BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 Bank Trustee | $79,989 |
TELUS HEALTH2 years Filed as: TELUS HEALTH US LTD Service code 65 · EIN 52-1883918 Account Maintenance | $61,503 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 Accounting | $21,198 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Daniel Seckar Mercer Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025