Filed December 18, 2018 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $50,457 |
Filed as: EMPOWER ANNUITY INC CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,058 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,331 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $14,941 |
Service code 13 | Contract Administrator | $10,411 |
17 funds of $250K or more; 27 lines in all, holding $16.6M of the plan's $17.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $7.8M | 47.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 14.4% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $1.1M | 6.6% |
| American Funds Target Date Capital Group · Insurance contract Target-date, 1 vintage | $942K | 5.7% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund | $640K | 3.9% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $504K | 3.0% |
| Great-West MFS Intl Value Fund I Empower · Mutual fund Recordkeeper's own fund | $484K | 2.9% |
| TCW Metwest Total Re Bd Admin Cl TCW · Mutual fund | $428K | 2.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $412K | 2.5% |
| Fidelity Gnma Fund Fidelity (FMR) · Mutual fund | $305K | 1.8% |
See the other 17 lines in this lineup with Solo.
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Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,337 | $113,293-75.0% | $67,502-58.0% | $199,593-85.8% |
| Participation rate | 32.9% | 73.3%-40.4pp | 72.9%-40.0pp | 72.0%-39.1pp |
| Annual return | 15.45% | 15.88%-0.4pp | 3512.12%-3496.7pp | 34.25%-18.8pp |
| Employer contribution / active EE | $369 | $3,401-89.2% | $2,731-86.5% | $3,034-87.9% |
| Participant deferral / active EE | $1,694 | $4,159-59.3% | $4,000-57.7% | $5,087-66.7% |
| Admin fee / account holder | $230 | $103+124.4% | $3,998-94.2% | $269-14.4% |