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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 | $129,837 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,364 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 13 88 BOYD AVE. · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,000 |
34 funds of $250K or more; 25 lines in all, holding $99.5M of the plan's $110M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $24.5M | 24.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $18.3M | 18.4% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.0M | 8.0% |
| Empower Investment contract - EI Fixed Account Series Class IV-Group A Empower · Insurance contract Recordkeeper's own fund | $6.7M | 6.7% |
| American Funds Capital Group · Mutual fund | $4.6M | 4.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.5M | 4.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.1M | 4.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $4.0M | 4.0% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $3.2M | 3.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.1M | 3.1% |
Added 3 funds, dropped 3 funds, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCharles Schwab Self-directed brokerage account investments | $8.5M |
| DroppedFranklin Growth Fund Class R6 | $1.9M |
| Share class changeColumbia Overseas Value Fund Institutional 3 Class to Columbia Overseas Value Fund Institutional Class | $1.3M to $1.7M |
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.
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.