Filings through .
5 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer 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.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$23K in admin expenses, $69 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 27 lines in all, holding $6.6M of the plan's $6.8M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $1.9M | 28.4% |
| Hartford Core Equity Fund Class R6 Hartford Funds · Mutual fund | $949K | 14.4% |
| T. Rowe Price U.S. Equity Research Fund-I Class T. Rowe Price · Mutual fund | $659K | 10.0% |
| Fixed Annuity Contract Empower Annuity Insurance EI Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $420K | 6.4% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $321K | 4.9% |
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $292K | 4.4% |
| John Hancock International Growth Fund Class R6 John Hancock (Manulife) · Mutual fund | $281K | 4.3% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $268K | 4.1% |
| John Hancock Investment Grade Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $241K | 3.7% |
| Pgim Jennison Small Company Fund Class R6 Prudential (PGIM) · Mutual fund | $157K | 2.4% |
| 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 5 funds, dropped 4 funds, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| DroppedEmpower Moderate Profile Fund Investor Class | $2.0M |
| Target-date switchEmpower Lifetime 2045 Fund Service Class to American Funds Target Date Income Fund | $115K to $1.9M |
| AddedHartford Core Equity Fund Class R6 | $949K |
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 and 8 more changes 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 |
|---|---|
THE ANGELL PENSION GROUP, INC.11+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 Contract Administrator | $9,304 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $8,849 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 Other Commissions | $3,055 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $2,851 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed July 16, 2002.
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.
3 contacts
11 filings · 2015 to 2025