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| Provider | Service type | Compensation |
|---|---|---|
INSTITUTIONAL INVESTMENT CONSULTING11+ years Service code 27 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $36,173 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,189 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $14,000 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,993 |
23 funds of $250K or more; 17 lines in all, holding $26.6M of the plan's $26.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $10.2M | 38.5% |
| State Street Russell Large Cap Growth Index State Street (SSgA) · Collective trust Index | $2.7M | 10.3% |
| State Street S&P 500 Index Securities Class II State Street (SSgA) · Collective trust Index | $2.4M | 9.0% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $2.2M | 8.4% |
| Fully benefit-responsive investment contract - Sagic Diversifi MassMutual · Insurance contract | $1.5M | 5.7% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $1.4M | 5.1% |
| State Street World Developed U.S. Index Fund State Street (SSgA) · Collective trust Index | $1.2M | 4.6% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 4.1% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $883K | 3.3% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $821K | 3.1% |
Added 1 fund, dropped 1 fund, likely replaced 4 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard Growth Index Fund Admiral Shares to State Street Russell Large Cap Growth Index | $2.4M to $2.7M |
| ReplacedHighVanguard 500 Index Fund Investor Shares to State Street S&P 500 Index Securities Class II | $2.0M to $2.4M |
| ReplacedHighVanguard Total International Stock Index Fund Investor Shares to State Street World Developed U.S. Index Fund | $904K to $1.2M |
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 71,097 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.
The auditor signed off without reservation. This is the cleanest opinion.