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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,643 |
MARQUETTE ASSOCIATES8 years Service code 17 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Pension Consulting | $54,719 |
UHY LLP2 years Filed as: UHY ADVISORS, INC Service code 13 · EIN 14-1555429 ONE HUDSON CITY SUITE 204 · HUDSON, NY 12534 | Contract Administrator | $45,000 |
Filed as: BERARD & ASSOCIATES CPAS P.C. Service code 10 · EIN 13-3774222 44 PARK AVENUE · SUFFERN, NY 10901 | Accounting | $13,976 |
HOLM & OHARA LLP9 years Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $5,031 |
PITTA LLP1 year Service code 29 · EIN 26-3852082 40 WALL STREET 24TH FLOOR · NEW YORK, NY 10005 | Legal | $5,000 |
11 funds of $250K or more; 15 lines in all, holding $17.5M of the plan's $18.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $15.9M | 91.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $339K | 1.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $275K | 1.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $250K | 1.4% |
| Virtus Kar Mid-Cap CR R6 Virtus · Mutual fund | $199K | 1.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $154K | 0.9% |
| Harding Loev Intl EQ IT Manager not matched · Other | $97K | 0.6% |
| Artisan Global Opportunities Instl Artisan Partners · Other | $96K | 0.5% |
| Investment Contract Empower Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $96K | 0.5% |
| Baird Aggrgt Bnd Inst Baird · Mutual fund | $27K | 0.2% |
Covers 61,314 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.
The auditor signed off without reservation. This is the cleanest opinion.