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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $174,670 |
MERCER1+ years Filed as: MERCER GLOBAL ADVISORS INC Service code 27 950 17TH ST · DENVER, CO 80202 | Advisory (Plan) | $68,500 |
ACUFF & ASSOCIATES, INC.1+ years Filed as: ACUFF & ASSOCIATES INC Service code 13 · EIN 62-1477251 320 SEVEN SPRINGS WY STE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $38,115 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $33,075 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: JULY BUSINESS SERVICES EMPOWER ANNU Service code 13 | Contract Administrator | $24,060 |
JULY BUSINESS SERVICES1+ years Service code 13 PO BOX 4346 DEPT 399 · HOUSTON, TX 77210 | Contract Administrator | $17,370 |
BASS, BERRY & SIMS PLC1+ years Filed as: BASS BERRY & SIMS PLC Service code 29 150 3RD AVE S STE 2800 · NASHVILLE, TN 37201 | Legal | $3,810 |
26 funds of $250K or more; 31 lines in all, holding $104M of the plan's $105M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Class K Shares BlackRock · Insurance contract Index | $14.4M | 13.9% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $11.7M | 11.2% |
| Indexselect Moderate 2035 Fund Manager not matched · Insurance contract | $11.2M | 10.8% |
| General Account Manager not matched · Insurance contract | $10.0M | 9.6% |
| American Funds American Balanced Fund Capital Group · Insurance contract | $9.1M | 8.7% |
| Indexselect Moderate 2045 Fund Manager not matched · Insurance contract | $7.7M | 7.4% |
| Indexselect Moderate Retire Fund Manager not matched · Insurance contract | $7.0M | 6.8% |
| Indexselect Moderate 2055 Fund Manager not matched · Insurance contract | $5.4M | 5.2% |
| Jpmorgan Equity Income JPMorgan · Insurance contract | $5.2M | 5.0% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · Insurance contract Index | $4.4M | 4.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.