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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD · PENNINGTON, NJ 08534 | Advisory (Plan) | $35,426 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $28,466 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,786 |
5 funds of $250K or more; 24 lines in all, holding $6.0M of the plan's $6.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Indexselect Moderate 2035 Fund CL I Manager not matched · Collective trust | $2.1M | 35.5% |
| IndexSelect Moderate 2055 Fund CL I Manager not matched · Collective trust | $1.6M | 26.3% |
| Indexselect Moderate Retire Fund CL I Manager not matched · Collective trust | $933K | 15.6% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Collective trust | $695K | 11.6% |
| IndexSelect Moderate 2065 Fund CL I Manager not matched · Collective trust | $267K | 4.5% |
| Fully benefit-responsive investment EI Fixed Account - Series Class I Manager not matched · Insurance contract | $148K | 2.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $76K | 1.3% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $40K | 0.7% |
| JPMorgan U.S. Garp Equity Fund Class R6 JPMorgan · Mutual fund | $28K | 0.5% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $20K | 0.3% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.