Filings through .
2 of 17 flags tripped on the 2025 filing.
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.
$610K in admin expenses, $1044 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 13 by compensation.
| Provider | Compensation |
|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: GRAYSTONE CONSULTING Service code 27 440 SOUTH LA SALLE ST · CHICAGO, IL 60605 Advisory (Plan) | $152,720 |
BENESYS, INC.10+ years Service code 10 · EIN 38-2383171 Accounting | $97,400 |
FOUNDRY PARTNERS6 years Filed as: FOUNDRY PARTNERS, LLC Service code 28 323 WASHINGTON AVE N, 360 · MINNEAPOLIS, MN 55401 Investment Management | $42,947 |
ARISTOTLE3 years Service code 28 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 Investment Management | $40,665 |
UNITED ACTUARIAL SERVICES10+ years Service code 11 · EIN 35-2156428 Actuarial | $32,450 |
LEDBETTER PARISI LLC4 years Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 Legal | $31,021 |
FIERA CAPITAL5 years Filed as: FIERA CAPITAL MANAGEMENT Service code 28 10050 INNOVATION DR, 120 · DAYTON, OH 45342 Investment Management | $21,889 |
Filed as: BENDA, GRACE, STULZ, & COMPANY, P.C Service code 10 · EIN 38-2284921 Accounting | $17,600 |
CAMBIAR INVESTORS LLC6 years Filed as: CAMBIAR INVESTORS, LLC Service code 28 200 COLUMBINE ST, 800 · DENVER, CO 80206 Investment Management | $16,667 |
COMERICA BANK10+ years Service code 19 · EIN 38-0477375 Securities Custodian | $16,662 |
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.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Kathryn A. Garrity, FSA, Ea, Maaa Unied Actuarial Services, Inc. Schedule MB | Schedule MB |
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.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025