Filings through .
2 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$48K in admin expenses, $205 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 20 lines, holding $21.5M of the plan's $21.5M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Large Cap Growth / JP Morgan Invst Mgmt JPMorgan · Separate account | $5.5M | 25.5% |
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 12 vintages | $4.8M | 22.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 13.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.2M | 5.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $886K | 4.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $848K | 3.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $703K | 3.3% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $695K | 3.2% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund | $684K | 3.2% |
| Core Plus Bond / Pgim Fund Prudential (PGIM) · Separate account | $588K | 2.7% |
| 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 |
|---|---|
NWK GROUP, INC.3 years Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 Advisory (Plan) | $34,988 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $6,809 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $6,562 |
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.
Filed October 24, 2023 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2016 to 2025