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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADDVISORS LLC Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $31,358 |
Service code 28 EMPOWER ADVISORY GROUP, LLC · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,040 |
MARQUIS PENSION, LLC1 year Filed as: MARQUIS PENSION LLC Service code 13 PO BOX 293 · SOUTHBURY, CT 06488 | Contract Administrator | $8,122 |
VESTGEN ADVISORS LLC1 year Service code 27 1 N FRANKLIN ST STE 1850 · CHICAGO, IL 60606 | Advisory (Plan) | $6,026 |
16 funds of $250K or more; 33 lines in all, holding $13.7M of the plan's $14.2M. From the 2025 filing. Recordkeeper: Marquis Pension.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower S&P 500 Index Separate Acct (IS) Empower · Insurance contract Index | $2.6M | 19.0% |
| Putnam Retirement Adv 2050 Franklin Templeton · Collective trust | $1.8M | 13.3% |
| Putnam Retirement Adv 2040 SA Franklin Templeton · Collective trust | $1.2M | 9.0% |
| Putnam Retirement Adv 2030 SA Franklin Templeton · Collective trust | $936K | 6.8% |
| Putnam Retirement Adv Maturity SA Franklin Templeton · Collective trust | $884K | 6.5% |
| Putnam Retirement Adv 2055 SA Franklin Templeton · Collective trust | $678K | 5.0% |
| Putnam Retirement Adv 2045 SA Franklin Templeton · Collective trust | $651K | 4.7% |
| State ST Intl Indx SL CL IX Manager not matched · Collective trust Index | $498K | 3.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $428K | 3.1% |
| Large Cap Growth Fund IV Fee Class R1 Manager not matched · Collective trust | $421K | 3.1% |
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.