Filings through .
4 of 18 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.
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.
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.
$91K in admin expenses, $33 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 18 lines in all, holding $31.9M of the plan's $33.6M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $7.1M | 22.3% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $3.9M | 12.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 9.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.7M | 8.5% |
| JPMorgan Large Cap Value Fund Class R6 JPMorgan · Mutual fund | $2.5M | 7.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 6.9% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $2.2M | 6.9% |
| Clearbridge Intnl Growth (IS Platform) Franklin Templeton · Mutual fund | $2.1M | 6.6% |
| Nomura Mid Cap Growth R6 Fund Manager not matched · Mutual fund | $1.2M | 3.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.5% |
| 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 |
8 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.
8 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 |
|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $46,446 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 Advisory (Plan) | $22,500 |
MACIAS GINI AND OCONNELL LLP2 years Service code 10 500 CAPITOL MALL STE 2200 · SACRAMENTO, CA 95814 Accounting | $21,000 |
DICKINSON WRIGHT PLLC1 year Service code 99 2600 W BIG BEAVER RD STE 300 · TROY, MI 48084 Other Fees | $1,050 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025