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1 fund of $250K or more; 29 lines in all, holding $3.9M of the plan's $4.0M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fully benefit-responsive investment contracts: Fixed Income Account Manager not matched · Insurance contract | $2.9M | 75.8% |
| MM RetireSMART 2020 Manager not matched · Money market | $234K | 6.1% |
| MM Retiresmart Int Retirement Manager not matched · Money market | $105K | 2.7% |
| MM RetireSMART 2050 Manager not matched · Money market | $99K | 2.6% |
| MM Small Cap Opportunity Manager not matched · Money market | $76K | 2.0% |
| Alger Cap App Institutional Manager not matched · Separate account | $72K | 1.9% |
| Blackrock Natural Resources BlackRock · Separate account | $55K | 1.4% |
| The Hartford Equity Income Hartford Funds · Separate account | $46K | 1.2% |
| Pioneer Growth Opportunities Victory Capital · Separate account | $40K | 1.0% |
| Hartford Mid Cap Fund Hartford Funds · Separate account | $32K | 0.8% |
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.
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.