Filings through .
4 of 17 flags tripped on the 2024 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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 2024 filing, 1 of 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$71K in admin expenses.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 Recordkeeping | $30,904 |
PREMIER RETIREMENT PARTNERS3+ years Service code 13 · EIN 83-1239374 Contract Administrator | $29,274 |
GREAT VALLEY ADVISOR GROUP3+ years Service code 26 1200 PENNSYLVANIA AVE · WILMINGTON, DE 19806 Advisory (Participants) | $10,991 |
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 2024 filing.
1 contact
3 filings · 2022 to 2024