Filings through .
3 of 19 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.)
Possible retail share class: $938K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$40K in admin expenses, $283 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 18 lines in all, holding $7.0M of the plan's $7.2M. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $2.1M | 29.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.2M | 17.6% |
| Great Gray Large Cap Value Fund Class R1 Manager not matched · Mutual fund Possible retail class R1 | $734K | 10.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $678K | 9.7% |
| Great Gray Large Cap Growth Fund IV Fee Class Manager not matched · Mutual fund | $613K | 8.8% |
| American Funds Capital Group · Mutual fund | $409K | 5.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $312K | 4.5% |
| Guggenheim Total Return Bond Fund R6 Guggenheim · Mutual fund | $252K | 3.6% |
| International Growth Fund II Fee R1 Manager not matched · Mutual fund Possible retail class R1 | $132K | 1.9% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund | $130K | 1.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
8 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. 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 Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 Recordkeeping Fees | $21,059 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 Advisory (Plan) | $15,891 |
PEAK RETIREMENT GROUP4 years Service code 13 PO BOX 45828 · MADISON, WI 53744 Contract Administrator | $8,369 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $1,731 |
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.
2 contacts
11 filings · 2015 to 2025