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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $38,649 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,103 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 P O BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $18,971 |
Filed as: QUALIFIED SERVICES INC DBA HICKS Service code 13 · EIN 77-0155091 555 CHORRO STREET STE C · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $0 |
11 funds of $250K or more; 21 lines in all, holding $22.4M of the plan's $23.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $17.2M | 76.6% |
| Empower Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $2.8M | 12.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.2M | 5.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $314K | 1.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $226K | 1.0% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $188K | 0.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $114K | 0.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $70K | 0.3% |
| Empower U.S. Government Securities Fund Investor Class Empower · Mutual fund Recordkeeper's own fund | $67K | 0.3% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $62K | 0.3% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.