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.
$124K in admin expenses, $450 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more, counting each target-date vintage; shown as 8 lines, holding $21.2M of the plan's $21.4M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| or Similar Party Par or Maturity Value Manager not matched · Insurance contract | $13.5M | 63.9% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.2M | 29.4% |
| Large Cap Growth/American Century Fund American Century · Separate account | $1.1M | 5.4% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $188K | 0.9% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $26K | 0.1% |
| Eaton Vance Large-Cap Value Morgan Stanley · Other | $26K | 0.1% |
| American Eupac 393 Capital Group · Mutual fund | $24K | 0.1% |
| Victory MidCap Value Fund Victory Capital · Mutual fund | $13K | <0.1% |
Dropped 1 fund. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedBalanced I (Sub-Adv By Wellington Mgmt) | $5.0M |
| Other vehicle moveAmerican Century Large Cap Growth ETF to Large Cap Growth/American Century Fundmutual fund to separate account | $1.1M to $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
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 |
|---|---|
MSPC11+ years Service code 10 · EIN 22-2951202 Accounting | $28,780 |
Filed as: EMPOWER TRUST COMPANY, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $22,165 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 51 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Mgmt Fees | $17,166 |
MARINER WEALTH ADVISORS, LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 28 1500 BROADWAY, 28TH FLOOR · NEW YORK, NY 10036 Investment Management | $11,625 |
I.E. SHAFFER & CO.11+ years Filed as: I.E. SHAFFER Service code 12 · EIN 22-1750854 Claims processing; Direct payment fro... | $10,964 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
2 contacts
11 filings · 2015 to 2025