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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 PO BOX 306462E · NASHVILLE, TN 372306462 | Contract Administrator | $178,329,175 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $45,969 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,971 |
WITHUMSMITH+BROWN, PC4 years Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $22,100 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $8,567 |
18 funds of $250K or more; 19 lines in all, holding $26.0M of the plan's $26.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages | $8.5M | 32.9% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $4.3M | 16.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.3M | 8.9% |
| Eupac Fund Capital Group · Mutual fund | $1.6M | 6.3% |
| The Hartford Dividend And Growth Fund Hartford Funds · Mutual fund | $1.5M | 5.9% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $1.4M | 5.4% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $1.3M | 5.0% |
| Galliard Stable Return Fund Allspring · Mutual fund | $921K | 3.5% |
| JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund | $601K | 2.3% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $552K | 2.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.