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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $217,131 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $78,560 |
EQUITABLE ADVISORS LLC3 years Service code 55 1290 AVENUE OF THE AMERICAS 16TH FL · NEW YORK, NY 10104 | Other Commissions | $76,521 |
CARON & BLETZER, PLLC2 years Service code 99 1 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $16,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,431 |
21 funds of $250K or more; 19 lines in all, holding $45.0M of the plan's $48.1M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $35.8M | 79.7% |
| Investments, at contract value: EI Fixed Account - Series Class II Manager not matched · Insurance contract | $2.4M | 5.3% |
| MFS Total Return Bond Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 2.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.0M | 2.3% |
| Oakmark Institutional Manager not matched · Other | $769K | 1.7% |
| Clearbridge Large Cap Value Is Franklin Templeton · Other | $750K | 1.7% |
| JPMorgan Investor Balanced Fund Class R6 JPMorgan · Mutual fund | $627K | 1.4% |
| Ssga Russell SC Growth Index NL Class C State Street (SSgA) · Collective trust Index | $483K | 1.1% |
| New World Fund (R6) Capital Group · Mutual fund | $389K | 0.9% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class T. Rowe Price · Mutual fund | $329K | 0.7% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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.