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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS ADVISORS INC Service code 99 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Other Fees | $25,099 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,252 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $92 |
10 funds of $250K or more; 16 lines in all, holding $10.7M of the plan's $10.9M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Income Fund Manager not matched · Insurance contract | $2.2M | 20.5% |
| Dryden S&P 500 Index Fund (IS Platform) Manager not matched · Collective trust Index | $1.9M | 17.9% |
| Prudential Core Plus Bond Fund Prudential (PGIM) · Collective trust | $1.4M | 12.9% |
| Large Cap Growth / American Century Fund American Century · Collective trust | $1.1M | 10.2% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $996K | 9.4% |
| Large Cap Value (sub-adv by Wellington) Wellington · Collective trust | $872K | 8.2% |
| MFS Technology Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $597K | 5.6% |
| Pioneer Select Mid Cap Growth Fund: Class A Victory Capital · Mutual fund Possible retail class A | $370K | 3.5% |
| Virtus Ceredex Mid-Cap Value Equity Fund Class A Virtus · Mutual fund Possible retail class A | $302K | 2.8% |
| PIMCO Income Fund Class A PIMCO (Allianz) · Mutual fund Possible retail class A | $293K | 2.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.