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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · COLORADO, CO 80111 | Recordkeeping Fees | $1,565 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RET · NEW YORK, NY 10178 | Contract Administrator | $469 |
3 funds of $250K or more; 7 lines in all, holding $2.2M of the plan's $2.3M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 8 vintages | $1.7M | 77.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $171K | 7.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $128K | 5.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $73K | 3.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $52K | 2.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $36K | 1.7% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $33K | 1.5% |
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.
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.