Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$105K in admin expenses, $425 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 of $250K or more; 26 lines in all, holding $10.9M of the plan's $12.0M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyWayRetirement Index 2045 Fund R Manager not matched · Collective trust Index | $2.1M | 19.1% |
| MyWayRetirement Index 2035 R Manager not matched · Collective trust Index | $1.3M | 12.2% |
| BlackRock Equity Index 1 BlackRock · Collective trust Index | $1.1M | 10.5% |
| MyWayRetirement Mid Cap Growth Fd CL R Manager not matched · Collective trust | $932K | 8.5% |
| MyWayRetirement Index 2030 Fund R Manager not matched · Collective trust Index | $737K | 6.8% |
| MyWayRetirement Index 2040 Fund R Manager not matched · Collective trust Index | $728K | 6.7% |
| MyWayRetirement Index 2050 Fund R Manager not matched · Collective trust Index | $688K | 6.3% |
| Blackrock EAFE Equity Index Fee C1 R BlackRock · Collective trust Index | $519K | 4.8% |
| MyWayRetirement Index Retirement Fund Manager not matched · Collective trust Index | $439K | 4.0% |
| MyWayRetirement Large Cap Growth Fund Class R Manager not matched · Collective trust | $357K | 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
16 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 |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $45,306 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 Advisory (Plan) | $40,398 |
DEFINITI LLC5 years Service code 13 535 KEISLER DR · CARY, NC 27518 Contract Administrator | $17,669 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $12,917 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
4 contacts
Phone and email for the actuary are on Pro.
9 filings · 2017 to 2025