Filings through .
5 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
$52K in admin expenses, $367 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 18 lines in all, holding $16.8M of the plan's $16.9M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Class R-3 Capital Group · Insurance contract | $2.5M | 14.7% |
| Talcott Resolution Life Insurance Company Capital Group · Insurance contract | $1.9M | 11.5% |
| American Balanced Fund Class R-3 Capital Group · Insurance contract | $1.7M | 10.3% |
| NEW Perspective Fund Class R-3 Capital Group · Insurance contract | $1.5M | 8.8% |
| Talcott Resolution Life Insurance Co. Guaranteed Investment Contract Manager not matched · Insurance contract | $1.4M | 8.6% |
| JPMorgan Mid Cap Growth Fund Class R3 JPMorgan · Insurance contract | $1.4M | 8.6% |
| MFS Blended Research Core Equity Fund R3 MFS (Sun Life) · Insurance contract | $1.3M | 7.9% |
| Lord Abbett Mid Cap Stock Fund Inc Class P Lord Abbett · Insurance contract | $1.0M | 6.2% |
| Invesco Small Cap Equity Fund Class A Invesco · Insurance contract | $955K | 5.7% |
| Pooled Separate Accounts Talcott Resolution Life Insurance Company Capital Group · Insurance contract | $694K | 4.1% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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 |
|---|---|
EDWARD JONES4 years Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD ATTN COMMISSION · ST LOUIS, MO 63131 Advisory (Plan) | $51,711 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $0 |
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.
2 contacts
11 filings · 2015 to 2025