Filings through .
3 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$148K in admin expenses, $637 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
29 funds of $250K or more; 35 lines in all, holding $60.2M of the plan's $61.3M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.8M | 12.9% |
| Great Gray Trust American Funds 2040 I Capital Group · Collective trust | $6.7M | 11.2% |
| Empower Moderately Aggressive Profile Fund Empower · Mutual fund Recordkeeper's own fund | $6.1M | 10.1% |
| Great Gray Trust American Funds 2030 I Capital Group · Collective trust | $6.0M | 9.9% |
| Great Gray Trust American Funds 2050 I Capital Group · Collective trust | $4.0M | 6.6% |
| Great Gray Trust American Funds 2035 I Capital Group · Collective trust | $3.7M | 6.2% |
| Great Gray Trust American Funds 2055 I Capital Group · Collective trust | $2.5M | 4.2% |
| Great Gray Trust American Funds 2045 I Capital Group · Collective trust | $2.1M | 3.4% |
| Great Gray Trust American Funds 2025 I Capital Group · Collective trust | $2.0M | 3.4% |
| Principal Mid Cap Blend Fund Inst Class Principal · Mutual fund | $2.0M | 3.4% |
| 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 |
25 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
25 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 5 by compensation.
| Provider | Compensation |
|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 Advisory (Plan) | $70,633 |
EMPOWER ADVISORY GROUP, LLC10+ years Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $34,182 |
ACTUARIAL BENEFITS CORP2 years Service code 13 2790 SKYPARK DR., SUITE 300 · TORRANCE, CA 90505 Contract Administrator | $27,579 |
WRIGHT FORD YOUNG & CO1 year Service code 10 16140 SAND CANYON AVE · SANTA BARBARA, CA 93101 Accounting | $14,250 |
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 | $13,258 |
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
10 filings · 2016 to 2025