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Plan health score
Below-average — multiple flags
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 55% of scoring inputs for this filing.
Compliance & integrity
75
Total plan cost
n/a
Plan health
6
Vendor & structure
n/a
Knocking points off
Filed 21.3 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
