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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $28,442 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,910 |
4 funds of $250K or more; 15 lines in all, holding $5.8M of the plan's $5.9M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Indexselect Moderate 2055 Fund CL I Manager not matched · Mutual fund | $1.9M | 33.3% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Mutual fund | $1.8M | 30.9% |
| Indexselect Moderate 2035 Fund CL I Manager not matched · Mutual fund | $1.1M | 18.5% |
| Indexselect Moderate 2065 Fund CL I Manager not matched · Mutual fund | $583K | 10.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $196K | 3.4% |
| Indexselect Moderate Retire Fund CL I Manager not matched · Mutual fund | $76K | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $53K | 0.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $40K | 0.7% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $20K | 0.4% |
| Fixed Account - Series Class II Empower · Insurance contract Recordkeeper's own fund | $16K | 0.3% |
Added 4 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard | $5.4M |
| AddedIndexselect Moderate 2055 Fund CL I | $1.9M |
| AddedIndexSelect Moderate 2045 Fund CL I | $1.8M |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.