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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $180,867 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,429 |
Filed as: COMMONWEALTH FINANCIAL NETWOOK Service code 27 27 GARDEN STREET, SUITE 1A · DANVERS, MA 01923 | Advisory (Plan) | $31,705 |
MCCARTER & ENGLISH5 years Filed as: MCCARTER & ENGLISH LLP Service code 29 FOUR GTWY CTR 100 MULBERRY ST · NEWARK, NJ 07102 | Legal | $3,160 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
30 funds of $250K or more; 20 lines in all, holding $214M of the plan's $225M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $47.2M | 22.1% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $29.2M | 13.7% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $25.7M | 12.0% |
| Variable annuity-Large Cap Growth MFS Fund MFS (Sun Life) · Insurance contract | $25.6M | 12.0% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable value | $15.1M | 7.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.8M | 5.1% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.3M | 4.8% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $9.0M | 4.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.7M | 2.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $5.5M | 2.6% |
See the other 10 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,875 | $110,299+15.9% | $102,423+24.8% | $199,593-35.9% |
| Participation rate | 91.2% | 86.3%+5.0pp | 76.5%+14.8pp | 72.0%+19.3pp |
| Annual return | 16.47% | 35.73%-19.3pp | 29.32%-12.9pp | 34.25%-17.8pp |
| Employer contribution / active EE | $3,753 | $3,603+4.1% | $3,023+24.1% | $3,034+23.7% |
| Participant deferral / active EE | $7,808 | $6,376+22.5% | $5,053+54.5% | $5,087+53.5% |
| Admin fee / account holder | $174 | $122+42.0% | $9,451-98.2% | $269-35.4% |