Filings through .
4 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Few collective trusts
5% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$83K in admin expenses, $377 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 28 lines in all, holding $5.7M of the plan's $13.2M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Freddie MAC SD Manager not matched · Other | $597K | 10.4% |
| VanEck Gold Miners ETF Manager not matched · ETF Index | $396K | 6.9% |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF State Street (SSgA) · ETF Index | $301K | 5.3% |
| First TR Exchange ETF (July) Manager not matched · ETF Index | $286K | 5.0% |
| Fannie MAE MA Manager not matched · Other | $285K | 5.0% |
| I Shares Russell 2000 Index ETF Manager not matched · ETF Index | $246K | 4.3% |
| iShares Core S&P Small-Cap ETF BlackRock · ETF | $236K | 4.1% |
| AllianzIM U.S. Equity Buffer10 Sep ETF PIMCO (Allianz) · ETF Index | $230K | 4.0% |
| iShares Core S&P Mid-Cap ETF BlackRock · ETF Index | $227K | 4.0% |
| Morgan Stanley Morgan Stanley · Other | $213K | 3.7% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
18 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 3 by compensation.
| Provider | Compensation |
|---|---|
RBC GLOBAL ASSET MANAGEMENT7 years Filed as: CITY NATIONAL BANK Service code 27 · EIN 55-0631939 1 PARK AVENUE · BECKLEY, WV 25801 Advisory (Plan) | $58,657 |
USI INSURANCE SERVICES LLC4 years Filed as: USI CONSULTING GROUP Service code 11 · EIN 06-1053228 6 PPG PLACE · PITTSBURGH, PA 15222 Actuarial | $15,775 |
GRAY, GRIFFITH & MAYS, A.C.6 years Service code 29 · EIN 55-0621482 700 VIRGINIA STREET · CHARLESTON, WV 25301 Legal | $8,400 |
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 |
|---|---|---|
Adam N. Russo, Ea, Asa, Maaa Usi Consulting Group 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.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025