Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$137K in admin expenses, $287 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 16 lines in all, holding $62.9M of the plan's $63.4M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $18.7M | 29.8% |
| Large Cap Growth I Fund (Putnam) Franklin Templeton · Separate account | $8.4M | 13.4% |
| Empower Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $7.9M | 12.5% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $6.6M | 10.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.1M | 6.5% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $4.0M | 6.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.7M | 5.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 3.6% |
| Oakmark International Institutional Manager not matched · Other | $1.8M | 2.8% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price Mid-Cap Value Fund-I Class T. Rowe Price · Mutual fund | $1.5M | 2.4% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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 |
|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 14 · EIN 52-1590516 8960 L STREET, STE 101 · OMAHA, NE 68127 Plan Administrator | $33,796 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 Accounting | $27,880 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping | $23,783 |
INVESTMENT CONSULTING GROUP10+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE RD ST 1 · DAVENPORT, IA 52807 Advisory (Plan) | $19,083 |
BLAKE & UHLIG, P.A.10+ years Service code 29 · EIN 48-0918231 6803 WEST 64TH STREET · OVERLAND PARK, KS 66202 Legal | $12,725 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025