Filings through .
3 of 17 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer 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 2025 filing, 1 of 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$13K in admin expenses, $35 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 5 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 Recordkeeping Fees | $6,434 |
Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 Investment Management | $2,652 |
Service code 27 PO BOX 735399 · DALLAS, TX 75373-5399 Advisory (Plan) | $2,556 |
Service code 27 5005 ROCKSIDE RD STE 1200 · INDEPENDENCE, OH 44131 Advisory (Plan) | $513 |
IKON SOLUTIONS , INC.1 year Filed as: IKON SOLUTIONS INC Service code 99 270 MUNOZ RIVERA AVE · SAN JUAN, PR 00918 Other Fees | $220 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
7 filings · 2019 to 2025