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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $256,883 |
CENTRAL DATA SERVICES1 year Service code 10 · EIN 25-1352803 | Accounting | $140,324 |
SPIVAK LIPTON LLP10+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495 | Legal | $64,661 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $43,000 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 11 · EIN 36-4291971 | Actuarial | $25,000 |
LOCKTIGHT SOLUTIONS, INC.3 years Filed as: LOCKTIGHT SOLUTIONS Service code 16 · EIN 22-3825157 | Consulting | $15,098 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $7,358 |
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $5,500 |
19 funds of $250K or more; 22 lines in all, holding $114M of the plan's $117M. From the 2025 filing. Recordkeeper: Bridgeway Benefit Technologies.
Target-date series: Vanguard Target Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $93.9M | 82.6% |
| Vanguard Targt Ret Income Vanguard · Mutual fund | $8.8M | 7.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 2.1% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $1.8M | 1.6% |
| AB Small CAP Growth Z AllianceBernstein · Other | $1.2M | 1.1% |
| Allspring SP SC Val R6 Allspring · Mutual fund | $1.2M | 1.1% |
| Interest Rate Cost Value Guaranteed Income Fund Manager not matched · Insurance contract | $1.1M | 1.0% |
| Vanguard Growth Index Fd Adm Sh Vanguard · Mutual fund | $920K | 0.8% |
| Metropolitan West Total R TCW · Other | $842K | 0.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $364K | 0.3% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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.