Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$49K in admin expenses, $115 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 20 lines in all, holding $7.3M of the plan's $7.6M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 14.5% |
| Putnam Retirement ADV 2045 SA Franklin Templeton · Mutual fund | $959K | 13.1% |
| Empower Large Cap Growth Fund III Empower · Mutual fund Recordkeeper's own fund | $847K | 11.6% |
| Putnam Retirement Adv Mat Franklin Templeton · Mutual fund | $532K | 7.3% |
| Putnam Retirement Adv 2030 SA Franklin Templeton · Mutual fund | $491K | 6.7% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $477K | 6.5% |
| Putnam Retirement Adv 2035 SA Franklin Templeton · Mutual fund | $435K | 5.9% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $432K | 5.9% |
| Putnam Retirement ADV 2040 SA Franklin Templeton · Mutual fund | $364K | 5.0% |
| Putnam Retirement ADV 2055 SA Franklin Templeton · Mutual fund | $345K | 4.7% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
10 more lines 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 |
|---|---|
Filed as: EMPOWER ANUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $19,414 |
METRO BENEFITS, INC.11+ years Service code 13 · EIN 25-1541083 8150 PERRY HWY · PITTSBURGH, PA 15237 Contract Administrator | $15,155 |
Filed as: HENDERSON BROTHERS FINANCIAL Service code 27 920 FORST DUSQUESNE BLVD · PITTSBURGH, PA 15222 Advisory (Plan) | $12,447 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $7,921 |
Service code 27 4340 REDWOOD HWY · SANRAFAEL, CA 94903 Advisory (Plan) | $3,981 |
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.
3 contacts
11 filings · 2015 to 2025