Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$19K in admin expenses, $79 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 hold $425K of the plan's $2.1M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| WCM Focused International Growth Fund Institutional Class WCM Investment Management · Mutual fund | $136K | 32.0% |
| Subtotal Money Market Fund Manager not matched · Money market | $62K | 14.5% |
| AS OF June 30, 2025 Money Market Funds: Goldman Sachs Financial Square Government Goldman Sachs · Money market | $62K | 14.5% |
| Artisan Inte Value FD Instl Shs Artisan Partners · Mutual fund | $50K | 11.7% |
| Pinebridge Gqg Emerging Markets Equity Fund -Inst GQG Partners · Mutual fund | $29K | 6.7% |
| Fidelity Natl Information Svcs Com Fidelity (FMR) · Mutual fund | $15K | 3.5% |
| Columbia Banking System Inc Ameriprise (Columbia Threadneedle) · Mutual fund | $14K | 3.4% |
| Intl FIN B Manager not matched · Other | $14K | 3.3% |
| Union PAC Manager not matched · Other | $14K | 3.3% |
| Duke Energy Progress Manager not matched · Other | $11K | 2.5% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
2 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 |
|---|---|
Service code 27 · EIN 13-4194623 Advisory (Plan) | $15,347 |
COMERICA BANK4 years Service code 13 · EIN 42-1741646 Contract Administrator | $3,698 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
Filed December 29, 1992.
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
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025