Filings through .
3 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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$54K in admin expenses, $197 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 22 lines in all, holding $16.5M of the plan's $16.7M. Recordkeeper: Empower.
Target-date series: American Century One Choice, collective trust, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice American Century · Collective trust Target-date, 8 vintages | $9.4M | 56.9% |
| American Century RD Hybrid IN Ret CL 1 American Century · Collective trust | $2.0M | 12.2% |
| AM1 Domestic Equity Fund Class 1 Manager not matched · Collective trust | $1.3M | 8.0% |
| JP Morgan Investment Management / Large Cap Growth JPMorgan · Separate account | $1.0M | 6.3% |
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $540K | 3.3% |
| AM1 Core Fixed Income Fund Class 1 Manager not matched · Collective trust | $533K | 3.2% |
| AM1 International Equity Fund Class 1 Manager not matched · Collective trust | $432K | 2.6% |
| AM1 Income Fund Class 1 Manager not matched · Collective trust | $309K | 1.9% |
| Blackrock Mid Cap Equity Index Fund R BlackRock · Collective trust Index | $159K | 1.0% |
| Blackrock EAFE Equity Index Fee CL R BlackRock · Collective trust Index | $153K | 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
12 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 |
|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 Advisory (Plan) | $36,693 |
Service code 13 Contract Administrator | $13,096 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 Investment Management | $11,725 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025