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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC6 years Service code 27 · EIN 36-4500709 | Advisory (Plan) | $223,833 |
Filed as: PROCYON PARTNERS LLC DBA Service code 27 1 CORPORATE DR STE 225 · SHELTON, CT 06484 | Advisory (Plan) | $108,346 |
Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $37,177 |
Filed as: ENVESTNET ASSET MANAGEMENT INC. Service code 27 · EIN 36-4319587 | Advisory (Plan) | $9,722 |
Service code 27 · EIN 81-4446465 | Advisory (Plan) | $6,930 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 99 · EIN 94-1737782 | Other Fees | $1,559 |
PENOBSCOT1 year Service code 27 · EIN 04-2996291 | Advisory (Plan) | $564 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
20 funds of $250K or more; 23 lines in all, holding $77.0M of the plan's $115M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Nyli Winslow Large Cap Growth Fund Class R2 TIAA (Nuveen) · Mutual fund Possible retail class R2 | $11.5M | 15.0% |
| MFS Value Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $9.4M | 12.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.1M | 7.9% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $6.1M | 7.9% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $5.6M | 7.2% |
| Capital World Growth R3 Capital Group · Mutual fund Possible retail class R3 | $5.5M | 7.1% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.7M | 6.2% |
| Loomis Sayles Core Plus Bond Fund Natixis IM · Mutual fund | $4.3M | 5.6% |
| Principal Midcap Fund A Principal · Mutual fund Possible retail class A | $4.3M | 5.6% |
| Lazard Emerging Markets Equity Portfolio Lazard · Mutual fund | $4.1M | 5.3% |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.