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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 52556 | Advisory (Plan) | $30,623 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,267 |
THE FINWAY GROUP4 years Filed as: THE FINWAY GROUP LLC Service code 13 · EIN 42-1468222 5625 MILLS CIVIC PKWY, SUITE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $8,856 |
8 funds of $250K or more; 19 lines in all, holding $8.1M of the plan's $8.2M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Indexselect Moderate Retire Fund CL I Manager not matched · Mutual fund | $2.5M | 31.3% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 23.1% |
| Indexselect Moderate 2045 Fund CL I Manager not matched · Mutual fund | $904K | 11.2% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $504K | 6.2% |
| IndexSelect Aggressive 2035 Fund CL I Manager not matched · Collective trust | $426K | 5.3% |
| MFS Mid Cap Value Fee Class R1 MFS (Sun Life) · Mutual fund Possible retail class R1 | $326K | 4.0% |
| Indexselect Moderate 2035 Fund CL I Manager not matched · Mutual fund | $314K | 3.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $298K | 3.7% |
| Fidelity International GR II R1 Fidelity (FMR) · Mutual fund Possible retail class R1 | $181K | 2.2% |
| Insurance Company General Account Fund: Empower Annuity Insurance Company of America Empower · Insurance contract Recordkeeper's own fund | $166K | 2.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.