Filings through .
3 of 17 flags tripped on the 2024 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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.
$32K in admin expenses, $135 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 24 lines in all, holding $4.3M of the plan's $4.7M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $599K | 13.9% |
| Indexselect Consv 2035 Fund CL I Manager not matched · Collective trust | $534K | 12.4% |
| Indexselect Consv 2055 Fund CL I Manager not matched · Collective trust | $534K | 12.4% |
| Indexselect Consv 2045 Fund CL I Manager not matched · Collective trust | $475K | 11.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $279K | 6.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $258K | 6.0% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $203K | 4.7% |
| Indexselect Aggr 2035 Fund CL I Manager not matched · Collective trust | $179K | 4.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $175K | 4.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $164K | 3.8% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
14 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 3 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $19,650 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 Advisory (Plan) | $15,275 |
CLARK, SCHAEFER, HACKETT & CO.10+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 Contract Administrator | $3,818 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2024 filing.
3 contacts
10 filings · 2015 to 2024