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.
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.
$10K in admin expenses, $38 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 27 lines in all, holding $5.3M of the plan's $5.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray MyCompass Ind Mod Ret Fd R CIT Manager not matched · Collective trust | $1.8M | 34.4% |
| Great Gray MyCompass Ind Mod 2035 Fd R CIT Manager not matched · Collective trust | $605K | 11.4% |
| Great Gray MyCompass Ind Mod 2045 Fd R CIT Manager not matched · Collective trust | $436K | 8.3% |
| Voya Amer Fnds Fundamental Invt R6 Voya · Insurance contract | $304K | 5.8% |
| maturity date, rate of interest, Current Pooled Separate Manager not matched · Separate account | $282K | 5.3% |
| Guaranteed Investment Contract (Fbric) Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $270K | 5.1% |
| Vangrd Balanced Index Fnd Adm Vanguard · Insurance contract Index | $243K | 4.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $236K | 4.5% |
| Great Gray MyCompass Ind Mod 2055 Fd R CIT Manager not matched · Collective trust | $182K | 3.5% |
| Amer Fnds New Perspective R6 Capital Group · Insurance contract | $173K | 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| Addedmaturity date, rate of interest, Current Pooled Separate | $282K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
17 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 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: UNIGLOBAL PENSION PLANNING, INC Service code 49 Other Services | $2,470 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $1,216 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 Advisory (Plan) | $0 |
Service code 49 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 Other Services | $0 |
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 October 2, 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.
2 contacts
11 filings · 2015 to 2025