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 participant contribution
Participant contribution per participant 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.
$86K in admin expenses, $126 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 35 lines in all, holding $7.9M of the plan's $8.1M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Indexselect Moderate 2035 Fund CL I Manager not matched · Mutual fund | $798K | 10.1% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $612K | 7.7% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Mutual fund | $482K | 6.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $474K | 6.0% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $451K | 5.7% |
| MFS Research Fund R6 MFS (Sun Life) · Mutual fund | $418K | 5.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $401K | 5.1% |
| MFS Core Equity Fund R6 MFS (Sun Life) · Mutual fund | $398K | 5.0% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $349K | 4.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $313K | 4.0% |
| 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 |
25 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighFranklin Growth Fund Class R6 to JPMorgan Large Cap Growth Fund Class R6 | $332K to $401K |
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.
25 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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $52,536 |
Filed as: MERRILL LYNCH PIERCE FENNER Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 Advisory (Plan) | $27,251 |
Service code 13 · EIN 04-2530412 Contract Administrator | $10,010 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $2,733 |
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