Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$1.8M in admin expenses, $254 per participant (all participants, line 6f).
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, LLC4 years Service code 26 · EIN 84-1532243 Advisory (Participants) | $1,393,347 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 Investment Management | $94,124 |
Filed as: JPMORGAN CHASE BANK Service code 27 · EIN 13-4994650 Advisory (Plan) | $33,530 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 Recordkeeping | $7,638 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
11 feature codes on the 2025 filing.
6 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025