Filings through .
5 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$18K in admin expenses, $5 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 20 lines in all, holding $2.9M of the plan's $2.9M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, collective trust, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 8 vintages | $2.2M | 75.5% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $119K | 4.1% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $115K | 4.0% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $98K | 3.4% |
| BlackRock LifePath Index Retire K BlackRock · Collective trust Index | $96K | 3.3% |
| Fidelity Growth Strategies Fund Class K Fidelity (FMR) · Mutual fund | $71K | 2.5% |
| Invesco Value Opportunities Fund Class R6 Invesco · Mutual fund | $38K | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $37K | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $34K | 1.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $26K | 0.9% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $11,538 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 Advisory (Plan) | $5,065 |
Filed as: PA RETIREMENT SOLUTIONS INC Service code 13 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 Contract Administrator | $2,150 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
3 filings · 2023 to 2025