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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,330 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W. BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $54,866 |
Filed as: GUIDANCE POINT RETIREMENT Service code 27 136 COMMERCIAL ST · PORTLAND, ME 04101 | Advisory (Plan) | $16,000 |
19 funds of $250K or more; 16 lines in all, holding $26.5M of the plan's $27.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $13.7M | 51.6% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund | $2.7M | 10.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 9.9% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 6.0% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.2M | 4.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $929K | 3.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $872K | 3.3% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $801K | 3.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $610K | 2.3% |
| American Beacon Small Cap Value Fund R6 Class American Beacon (Resolute) · Mutual fund | $352K | 1.3% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Beacon Small Cap Value Fund R5 Class to American Beacon Small Cap Value Fund R6 Class | $392K to $352K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.