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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4+ years Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $317,784 |
ALLIANCE BERNSTEIN4+ years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $135,075 |
PENTEGRA SERVICES, INC.4+ years Filed as: PENTEGRA SERVICES INC. Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $89,530 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 910 E ST LOUIS ST · SPRINGFIELD, MO 65807 | Accounting | $40,425 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,198 |
ALSTON & BIRD LLP1 year Service code 29 950 F STREET NW · WASHINGTON, DC 20004 | Legal | $22,113 |
26 funds of $250K or more; 21 lines in all, holding $137M of the plan's $143M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $104M | 75.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $12.6M | 9.2% |
| AB US Large Cap Growth CIT W Series P1 AllianceBernstein · Collective trust | $3.0M | 2.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 1.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 1.4% |
| JP Morgan Equity Incm Fund (Is Platform) JPMorgan · Insurance contract | $1.8M | 1.3% |
| Capital Group Europacific Growth SA Capital Group · Insurance contract | $1.7M | 1.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.5M | 1.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 0.9% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 0.8% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan Equity Income Fund Class R6 | $1.8M |
| DroppedEupac Fund Class R-6 | $940K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.