Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$117K in admin expenses, $325 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 23 lines in all, holding $30.1M of the plan's $30.7M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $7.1M | 23.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $4.1M | 13.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 11.9% |
| Large Cap Growth / JP Morgan Invst Mgmt JPMorgan · Separate account | $2.7M | 8.9% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 7.8% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $2.2M | 7.4% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $1.5M | 4.8% |
| Amcentury Small Cap Value (Is Platform) Manager not matched · Separate account | $1.4M | 4.7% |
| AB Discovery Growth Fund, INC. Class Z AllianceBernstein · Mutual fund | $1.1M | 3.6% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $1.1M | 3.5% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds. Changed vehicle on 2 funds.
| Fund | Year-end value |
|---|---|
| Other vehicle moveb Jpmorgan Large CAP Growth R6 to Large Cap Growth / JP Morgan Invst Mgmtmutual fund to separate account | $2.1M to $2.7M |
| Other vehicle moveb American Century Small CAP Value R6 to Amcentury Small Cap Value (Is Platform)mutual fund to separate account | $1.4M to $1.4M |
| AddedAB Discovery Growth Fund, INC. Class Z | $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
13 more lines and 2 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 5 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $50,799 |
Service code 27 55 WEST ST · WALPOLE, MA 02081 Advisory (Plan) | $42,560 |
Filed as: CBIZ INC Service code 99 PO BOX 735228 · CHICAGO, IL 60673 Other Fees | $9,270 |
Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 37230-6462 Contract Administrator | $8,830 |
PASI, LLC8 years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 Contract Administrator | $5,349 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed October 29, 2019 (most recent of 3 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025