Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return 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.
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.
$1.1M in admin expenses, $71 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds hold $155M of the plan's $157M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Comingled Funds JP Morgan Smartretirement Passive Blend JPMorgan · Mutual fund Index | $139M | 90.0% |
| Cash and Other Short Term Investments Dreyfus Government Cash Mgmt BNY · Money market | $6.8M | 4.4% |
| TA Realty Core Property Fund Manager not matched · Mutual fund | $5.9M | 3.8% |
| Other Assets AFL-CIO Building Investment Trust AFL-CIO Investment Trust · Other | $2.8M | 1.8% |
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 9 by compensation.
| Provider | Compensation |
|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $333,303 |
NEWTOWER TRUST COMPANY3 years Filed as: BGO-NEW TOWER TRUST COMPANY Service code 51 · EIN 52-6218800 7315 WISCONSIN AVENUE SUITE 350W · BETHESDA, MD 20814 Investment Mgmt Fees | $60,139 |
TA REALTY6 years Service code 51 · EIN 04-3341880 28 STATE STREET, 10TH FLOOR · BOSTON, MA 02109 Investment Mgmt Fees | $60,005 |
SEGALL BRYANT & HAMILL10+ years Service code 51 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 Investment Mgmt Fees | $33,676 |
STANDARD VALUATIONS10+ years Service code 34 · EIN 41-6206850 790 CLEVELAND AVE. S, SUITE 220 · ST PAUL, MN 55116 Valuation (appraisals, etc.) | $33,125 |
Filed as: MARSH & MCLENNAN COMPANIES, INC. Service code 23 1166 AVE OF THE AMERICAS, SUITE B · NEW YORK, NY 10036 Insurance services | $24,654 |
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER UNKOVIC & SCOTT, LLP Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 Legal | $22,773 |
Filed as: CHARTWELL INVESTMENTS Service code 51 570 LEXINGTON AVENUE 44TH FLOOR · NEW YORK, NY 10022 Investment Mgmt Fees | $12,790 |
Filed as: GRAY GRIFFITH AND MAYS AC Service code 10 · EIN 55-0621482 707 VIRGINIA STREET E · CHARLESTON, WV 25301 Accounting | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
2 contacts
10 filings · 2016 to 2025