Filings through .
2 of 18 flags tripped on the 2025 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$5K in admin expenses, $9 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more, counting each target-date vintage; shown as 7 lines, holding $8.3M of the plan's $8.5M. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, other, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Insurance contract Target-date, 12 vintages | $8.1M | 96.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $151K | 1.8% |
| Fidelity Contrafund K6 Fidelity (FMR) · Insurance contract | $86K | 1.0% |
| Fidelity International Index Fund Fidelity (FMR) · Insurance contract Index | $10K | 0.1% |
| Dreyfus Government Cash Management BNY · Insurance contract | $9K | 0.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Insurance contract Index | $5K | <0.1% |
| Invesco Discovery Fund Class R6 Invesco · Insurance contract | $4K | <0.1% |
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchMoA Clear Passage 2040 Fund to Nuveen Lifecycle Index 2045 Fund Class R6 | $3.7M to $8.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines.
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.
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 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $152 |
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
11 filings · 2015 to 2025