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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,869 |
Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,199 |
Filed as: PPS PENSION SERVICES INC Service code 13 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Contract Administrator | $9,690 |
6 funds of $250K or more; 26 lines in all, holding $4.8M of the plan's $5.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 9 vintages | $2.8M | 58.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $351K | 7.3% |
| MassMutual Guaranteed Interest Account MassMutual · Insurance contract | $226K | 4.7% |
| Columbia Large Cap Enhanced Core Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $195K | 4.1% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $168K | 3.5% |
| Victory Core Plus Intermediate Bond Fund (Formerly Usaa Intermediate-Term Bond Fund) Victory Core Plus Intermediate Bond Fund Class R6 Victory Capital · Mutual fund | $159K | 3.3% |
| MassMutual Equity Diversified Value I MassMutual · Mutual fund | $118K | 2.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $102K | 2.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $91K | 1.9% |
| MassMutual Blue Chip Growth Fund Class I MassMutual · Mutual fund | $85K | 1.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.