Filings through .
2 of 17 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.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$41K in admin expenses, $297 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 24 lines in all, holding $10.7M of the plan's $10.7M. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Reliance Metlife GAC Series 25053 MetLife · Collective trust | $4.5M | 42.0% |
| Blackrock 60/40 Target Allocation Fund Class K BlackRock · Mutual fund | $1.4M | 13.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 12.0% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 9 vintages | $980K | 9.2% |
| Variable Annuities JPMorgan Large Cap Growth Fund JPMorgan · Insurance contract | $712K | 6.6% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $411K | 3.8% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $395K | 3.7% |
| Blackrock 80/20 Target Allocation Fund Class K BlackRock · Mutual fund | $360K | 3.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $196K | 1.8% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund | $117K | 1.1% |
14 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
OAKLEY FINANCIAL LLC1 year Service code 27 1932 CAMBER WOODS · FORT MILL, SC 29708 Advisory (Plan) | $22,770 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $9,119 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 Contract Administrator | $2,050 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $28 |
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