Filings through .
2 of 17 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.
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.
$66K in admin expenses, $564 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 15 lines in all, holding $13.0M of the plan's $13.2M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $2.7M | 21.1% |
| Large Cap Growth / MFS Fund MFS (Sun Life) · Collective trust | $1.7M | 13.4% |
| Guaranteed Income Fund Manager not matched · Insurance contract | $1.7M | 12.9% |
| Large Cap Value I (managed by JP Morgan) JPMorgan · Collective trust | $1.6M | 12.5% |
| Undiscovered Managers Behavioral Value Fund Class R6 JPMorgan · Mutual fund | $1.1M | 8.7% |
| Pgim Total Return Bond Fund (IS) Prudential (PGIM) · Collective trust | $1.1M | 8.4% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Class R6 Morgan Stanley · Mutual fund | $912K | 7.0% |
| Day One IncomeFlex Target Balanced Manager not matched · Collective trust | $874K | 6.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $365K | 2.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $301K | 2.3% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $34,179 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 Advisory (Plan) | $31,752 |
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed March 2, 2004 (most recent of 3 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
1 contact
11 filings · 2015 to 2025