Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$22K in admin expenses, $44 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $27.7M of the plan's $28.5M. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $7.8M | 28.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.6M | 16.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 10.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 9.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 9.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2.2M | 8.1% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 7.9% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.8% |
| Fidelity U.S. Sustainability Index Fund Fidelity (FMR) · Mutual fund Index | $498K | 1.8% |
| Fidelity Small Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $465K | 1.7% |
3 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 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 | $12,585 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 Advisory (Plan) | $9,821 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed April 4, 2016.
Street address, email and phone are on Pro. Pro shows the plan administrator's address, email and phone. Free for 7 days, then $49 a month.
3 contacts
10 filings · 2016 to 2025