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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,680 |
EMPOWER ADVISORY GROUP, LLC3+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57,094 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $41,829 |
BDO USA, LLP2 years Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $15,000 |
27 funds of $250K or more; 19 lines in all, holding $101M of the plan's $105M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 10 vintages | $22.9M | 22.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $16.8M | 16.6% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.3M | 10.2% |
| US Cap Growth CIT W Series P1 Manager not matched · Collective trust | $7.1M | 7.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $5.3M | 5.2% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $5.1M | 5.0% |
| Janus Henderson Janus Henderson · Mutual fund | $4.9M | 4.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 3.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 3.3% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $2.9M | 2.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.