Filings through .
2 of 18 flags tripped on the 2025 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Free for 7 days, then $49 a month.
$110K in admin expenses, $272 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 19 lines in all, holding $10.6M of the plan's $10.9M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $6.0M | 56.6% |
| Fidelity Advisor 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 17.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $438K | 4.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $388K | 3.7% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $369K | 3.5% |
| Fidelity Advisor Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $255K | 2.4% |
| Fidelity Advisor US Bond Index Fidelity (FMR) · Mutual fund Index | $242K | 2.3% |
| Seafarer Overseas Growth and Income Fund Institutional Class Manager not matched · Mutual fund | $192K | 1.8% |
| U.S. Government Securities Fund Class R-6 Capital Group · Mutual fund | $191K | 1.8% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $155K | 1.5% |
| 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 |
9 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, not money moved.
9 more lines in this lineup are on Pro. 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 |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $61,745 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 Advisory (Plan) | $20,233 |
DEFINITI LLC3 years Service code 13 3 HOLLAND STREET · ERIE, PA 16507 Contract Administrator | $17,939 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $7,062 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
5 filings · 2021 to 2025