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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,130 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,999 |
RETIREMENT SOLUTION GROUP2 years Filed as: RETIREMENT SOLUTION GROUP, LLC Service code 13 25 MARKET STREET STE 2B · PORTSMOUTH, NH 03801 | Contract Administrator | $3,997 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,088 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 28 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $417 |
8 funds of $250K or more; 16 lines in all, holding $6.8M of the plan's $7.2M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $5.2M | 76.2% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $711K | 10.4% |
| JHancock Bond R6 Manager not matched · Mutual fund | $194K | 2.8% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $186K | 2.7% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $126K | 1.8% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund | $60K | 0.9% |
| MFS Aggressive Growth Fund MFS (Sun Life) · Mutual fund | $58K | 0.8% |
| Transamerica Stable Value Ascend Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $56K | 0.8% |
| Ultra Fund R6 Class American Century · Mutual fund | $52K | 0.8% |
| First Eagle Global Fund Class R6 First Eagle · Mutual fund | $52K | 0.8% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.