Filings through .
3 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 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.
$198K in admin expenses, $175 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 17 lines in all, holding $28.0M of the plan's $30.5M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 13 vintages | $23.3M | 83.3% |
| Empower Annuity Insurance Company Empower · Insurance contract Recordkeeper's own fund | $1.5M | 5.2% |
| MFS Aggressive Growth Allocation Fund I MFS (Sun Life) · Mutual fund | $971K | 3.5% |
| MFS Growth Allocation Fund I MFS (Sun Life) · Mutual fund | $647K | 2.3% |
| Invesco Equally-Weighted S&P 500 Fund Class Y Invesco · Mutual fund Index | $588K | 2.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $242K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $192K | 0.7% |
| MFS Moderate Allocation Fund I MFS (Sun Life) · Mutual fund | $179K | 0.6% |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 Shares Goldman Sachs · Mutual fund | $77K | 0.3% |
| MFS Conservative Allocation Fund I MFS (Sun Life) · Mutual fund | $66K | 0.2% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchAmerican Century One Choice 2030 Xxii to T. Rowe Price Retirement Blend 2025 Trust | $6.5M to $23.3M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
7 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 4 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $104,247 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 Advisory (Plan) | $56,240 |
RSM US LLP2 years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 Accounting | $32,545 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $4,514 |
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.
2 contacts
11 filings · 2015 to 2025