Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $6,879 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $5,188 |
Filed as: MARTIN MARTIN RANDALL & ASSOC Service code 13 · EIN 64-0765749 | Contract Administrator | $3,000 |
Filed as: MARTIN MARTIN RANDALL & ASSOCIATES Service code 13 | Contract Administrator | $648 |
26 funds hold $1.1M of the plan's $1.3M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| i) Common collective trusts: Blackrock MID CAP Equity Index Fund CL I BlackRock · Collective trust Index | $248K | 22.4% |
| BlackRock Equity Index 1 BlackRock · Mutual fund Index | $190K | 17.1% |
| Blackrock Russell 2000 Index Fund R BlackRock · Collective trust Index | $100K | 9.0% |
| Mywayretirement Index Retirement FD CL R Manager not matched · Mutual fund Index | $87K | 7.9% |
| Mywayretirement Large CAP Value FD CL R Manager not matched · Other | $71K | 6.4% |
| Mywayretirement Index 2030 R Manager not matched · Mutual fund Index | $59K | 5.3% |
| Mywayretirement Index 2040 R Manager not matched · Mutual fund Index | $54K | 4.9% |
| Mywayretirement Mid Cap Growth Fund CL R Manager not matched · Mutual fund | $42K | 3.7% |
| BlackRock U.S. Debt Index 1 BlackRock · Mutual fund Index | $34K | 3.1% |
| Mywayretirement Multi-Sector Bond Fund R Manager not matched · Mutual fund | $32K | 2.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.