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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,429 |
NEXT FINANCIAL GROUP INC5 years Service code 55 11740 KATY FREEWAY, STE 600 · HOUSTON, TX 77079 | Other Commissions | $11,366 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,922 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 78730 | Advisory (Plan) | $4,147 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $3,940 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
8 funds of $250K or more; 21 lines in all, holding $8.6M of the plan's $8.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Putnam Retirement Advantage, collective trust, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $2.3M | 26.2% |
| Empower S&P 500 Index Fund Empower · Mutual fund IndexRecordkeeper's own fund | $1.5M | 17.9% |
| New World Fund Inc Capital Group · Mutual fund | $867K | 10.0% |
| Empower Bond Index Fund Empower · Mutual fund IndexRecordkeeper's own fund | $784K | 9.1% |
| Empower International Index Fund Empower · Mutual fund IndexRecordkeeper's own fund | $502K | 5.8% |
| Empower S&P Mid Cap 400 Index Fund Empower · Mutual fund IndexRecordkeeper's own fund | $452K | 5.2% |
| Empower International Value Fund Empower · Mutual fund Recordkeeper's own fund | $295K | 3.4% |
| Empower S&P Smcap 600 Index Fund Empower · Mutual fund IndexRecordkeeper's own fund | $285K | 3.3% |
| MFS Value Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $239K | 2.8% |
| ClearBridge Large Cap Growth Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $204K | 2.4% |
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, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.