Filings through .
3 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant 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.
Possible retail share class: $71K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$24K 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.
3 funds of $250K or more; 17 lines in all, holding $3.2M of the plan's $3.3M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 11 vintages | $1.3M | 39.7% |
| NT S&P 500 Index NL 4 Northern Trust · Collective trust Index | $704K | 21.7% |
| NT ACWI EX US IMI FD DC NL Tier 4 Northern Trust · Collective trust | $318K | 9.8% |
| NT Collective Russell Northern Trust · Collective trust | $145K | 4.5% |
| NT CIT Aggregate BD Index NL T4 Northern Trust · Collective trust Index | $141K | 4.4% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $130K | 4.0% |
| NT Collective Russell 2000 Index Fund DC NL 4 Northern Trust · Collective trust Index | $107K | 3.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $84K | 2.6% |
| State Street Real Asset C State Street (SSgA) · Mutual fund Possible retail class C | $71K | 2.2% |
| Drive Income Fund Manager not matched · Collective trust | $57K | 1.8% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
7 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 |
|---|---|
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 | $19,277 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $4,476 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
4 contacts
5 filings · 2021 to 2025