Filings through .
1 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 7 years on record. Charts need 3 years.
6 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.
$109K in admin expenses, $20 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 23 lines in all, holding $18.1M of the plan's $18.1M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Retirepilot Mod 2055 Fund R1 Manager not matched · Collective trust | $4.6M | 25.6% |
| BlackRock Equity Index 1 BlackRock · Collective trust Index | $3.6M | 20.1% |
| Great Gray Retirepilot Mod 2045 Fund R1 Manager not matched · Collective trust | $1.8M | 10.0% |
| Common/Collective Trust Great Gray Manager not matched · Collective trust | $1.2M | 6.7% |
| Great Gray Retirepilot Mod 2035 Fund R1 Manager not matched · Collective trust | $1.2M | 6.5% |
| Great Gray RetirePilot Agg 2055 Fund R1 Manager not matched · Collective trust | $785K | 4.3% |
| Great Gray Retirepilot Agg 2045 Fund R1 Manager not matched · Collective trust | $779K | 4.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $582K | 3.2% |
| Great Gray Trust Large Cap Growth Fund II, Class I1 (CIT) Manager not matched · Collective trust | $572K | 3.2% |
| DFA International Value I Fund Dimensional · Mutual fund | $437K | 2.4% |
Added 4 funds, likely replaced 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| AddedCommon/Collective Trust Great Gray | $1.2M |
| AddedGreat Gray RetirePilot Agg 2055 Fund R1 | $785K |
| Mutual fund to collective trustGreat Gray Large Cap Growth Fund I1 Fee Class I1 to Great Gray Trust Large Cap Growth Fund II, Class I1 (CIT) | $624K to $572K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 4 renames.
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.
13 more lines and 3 more changes 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 |
|---|---|
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 49 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Other Services | $64,902 |
NFP RETIREMENT INC6 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656-2689 Advisory (Plan) | $39,339 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $27,134 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $697 |
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.
Filed February 28, 2025.
Street address, email and phone are on Pro. Pro shows the plan administrator's address, email and phone. Free for 7 days, then $49 a month.
3 contacts
7 filings · 2019 to 2025