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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS6 years Filed as: BROAD STREET CAPITAL PARTNERS LLC Service code 27 124 VERDAE BLVD STE 504 · GREENVILLE, SC 29607 | Advisory (Plan) | $54,455 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,596 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 505 HIGHWAY 169 N STE 900 · MINNEAPOLIS, MN 55441 | Advisory (Plan) | $11,933 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,910 |
15 funds of $250K or more; 11 lines in all, holding $28.9M of the plan's $30.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: MFS Lifetime, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Lifetime MFS (Sun Life) · Mutual fund Target-date, 9 vintages | $22.9M | 79.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 5.4% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $1.3M | 4.6% |
| MFS Blended Research International Equity Fund MFS (Sun Life) · Mutual fund | $826K | 2.9% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $712K | 2.5% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $413K | 1.4% |
| American Bond FD Amer Inc Capital Group · Mutual fund | $395K | 1.4% |
| Real Estate Securities Fund Institutional Class Principal · Mutual fund | $239K | 0.8% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $200K | 0.7% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $149K | 0.5% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.