Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $54,016 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,862 |
CHARM SCIENCES INC3 years Service code 99 659 ANDOVER ST · LAWRENCE, MA 01843 | Other Fees | $20,718 |
7 funds hold $53.0M of the plan's $53.0M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Investments Manager not matched · Mutual fund | $34.8M | 65.8% |
| Fixed annuity contract Manager not matched · Insurance contract | $8.9M | 16.8% |
| Additions to net assets attributed to Investment income Interest and dividends Manager not matched · Other | $2.9M | 5.5% |
| Net appreciation of investments Manager not matched · Other | $2.1M | 4.0% |
| Contributions Participant Manager not matched · Other | $2.1M | 3.9% |
| Pooled Separate Account Manager not matched · Separate account | $1.2M | 2.2% |
| Receivables Employer contributions Manager not matched · Other | $940K | 1.8% |
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.