Filings through .
3 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.
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.
$99K in admin expenses, $119 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds hold $28.8M of the plan's $29.0M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $7.8M | 27.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 13.6% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $3.9M | 13.5% |
| Guaranteed Interest Account - Empower General Account Empower · Insurance contract Recordkeeper's own fund | $3.5M | 12.2% |
| American Balanced Fund Capital Group · Mutual fund | $1.8M | 6.3% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $1.2M | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $951K | 3.3% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $893K | 3.1% |
| Pioneer Bond Fund Victory Capital · Mutual fund | $887K | 3.1% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $699K | 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
12 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 |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $105,259 |
MARSH & MCLENNAN AGENCY LLC8 years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 Advisory (Plan) | $53,404 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE RI, RI 02914 Contract Administrator | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
Filed December 21, 2016 (most recent of 3 filings on file).
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
10 filings · 2016 to 2025