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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $191,621 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $72,000 |
JONES DAY1+ years Service code 99 250 VESEY ST · NEW YORK, NY 10281 | Other Fees | $61,135 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 99 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Other Fees | $35,220 |
SMITH & DOWNEY1+ years Filed as: SMITH & DOWNEY PA Service code 99 ONE W PENNSYLVANIA AVE STE 950 · BALTIMORE, MD 21204 | Other Fees | -$3,775 |
31 funds of $250K or more; 24 lines in all, holding $702M of the plan's $737M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| or Maturity Value Cost Value Mutual Funds Manager not matched · Mutual fund | $98.2M | 14.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $88.6M | 12.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $74.5M | 10.6% |
| Income Fund Manager not matched · Insurance contract | $66.1M | 9.4% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $65.8M | 9.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $63.4M | 9.0% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $57.3M | 8.2% |
| JP Morgan Mid Cap Growth JPMorgan · Other | $27.1M | 3.9% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $25.4M | 3.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $24.3M | 3.5% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.