Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DYATECH LLC8 years Service code 13 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Contract Administrator | $4,383 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,328 |
7 funds of $250K or more; 29 lines in all, holding $5.7M of the plan's $5.9M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1Ztr30a Manager not matched · Mutual fund | $1.5M | 26.9% |
| 1Ztrbla Manager not matched · Mutual fund | $886K | 15.5% |
| 1MHPJA1 Manager not matched · Other | $824K | 14.4% |
| 1Ztr35a Manager not matched · Mutual fund | $482K | 8.4% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $387K | 6.8% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $312K | 5.5% |
| 1Ztr20a Manager not matched · Mutual fund | $308K | 5.4% |
| Amcap Fund Class R-6 Capital Group · Mutual fund | $173K | 3.0% |
| 1Ztr40a Manager not matched · Mutual fund | $150K | 2.6% |
| 1Ztr10a Manager not matched · Mutual fund | $109K | 1.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.