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.)
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$1.1M in admin expenses, $1866 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 6 by compensation.
| Provider | Compensation |
|---|---|
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY #101 · WEST DES MOINES, IA 50266 Contract Administrator | $509,387 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $270,082 |
Service code 99 4020 GREEN MOUNTAIN CROSSING DR · SHILOH, IL 62269 Other Fees | $264,428 |
Filed as: NEWFRONT RETIREMENT Service code 27 450 SANSOME ST. STE 300 · SAN FRANCISCO, CA 94111 Advisory (Plan) | $94,150 |
BENEFIT TRUST COMPANY1 year Service code 25 5901 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 Directed Trustee | $26,436 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 3515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 Investment Management | $4,997 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
4 contacts
Phone and email for the actuary are on Pro.
2 filings · 2024 to 2025