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| Provider | Service type | Compensation |
|---|---|---|
PPS PENSION & FINANCIAL SERVICES4+ years Filed as: PPS PENSION SERVICES, INC. Service code 13 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Contract Administrator | $11,737 |
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 | $9,907 |
15 funds of $250K or more; 20 lines in all, holding $12.5M of the plan's $13.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Retirement, LLC PIMCO (Allianz) · Mutual fund Possible retail class A | $4.2M | 33.7% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $2.6M | 20.5% |
| Fully Benefit-Responsive Investment Contract Empower Retirement, Inc. Empower · Insurance contract Recordkeeper's own fund | $832K | 6.7% |
| MassMutual Blue Chip Growth Fund Class A MassMutual · Mutual fund Possible retail class A | $615K | 4.9% |
| MassMutual Mid Cap Growth Fund Class A MassMutual · Mutual fund Possible retail class A | $573K | 4.6% |
| Invesco Small Cap Equity Fund Class A Invesco · Mutual fund Possible retail class A | $547K | 4.4% |
| MM S&P 500 Index Fund Class R4 MassMutual · Money market Index | $520K | 4.2% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $508K | 4.1% |
| American Balanced Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $460K | 3.7% |
| BNY Mellon Dynamic Value Fund Class A BNY · Mutual fund Possible retail class A | $373K | 3.0% |
Added 4 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMassMutual Blue Chip Growth Fund Class A | $615K |
| AddedMassMutual Mid Cap Growth Fund Class A | $573K |
| ReplacedHighEmpower MM S&P 500 Index (Northrn Trst) to MM S&P 500 Index Fund Class R4 | $414K to $520K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.