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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 | $12,403 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,625 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 | Contract Administrator | $1,647 |
5 funds of $250K or more; 19 lines in all, holding $3.6M of the plan's $3.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, other, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 8 vintages | $1.5M | 41.7% |
| General Account Manager not matched · Insurance contract | $612K | 17.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $448K | 12.6% |
| JPMorgan US Research Enhanced Equity Fund JPMorgan · Separate account | $178K | 5.0% |
| Vanguard Small Cap Value Index Admiral Vanguard · Separate account Index | $115K | 3.2% |
| Vanguard Small Cap Index Admiral Vanguard · Separate account Index | $98K | 2.8% |
| MFS Technology Fund MFS (Sun Life) · Separate account | $94K | 2.7% |
| Vanguard Value Index Admiral Vanguard · Separate account Index | $90K | 2.5% |
| Vanguard Total Intl Stock Index Admiral Vanguard · Separate account Index | $77K | 2.2% |
| BlackRock Mid-Cap Growth Equity BlackRock · Separate account | $69K | 1.9% |
Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveMassMutual Select T. Rowe Price Retirement 2030 Fund to T. Rowe Price Retirement 2030mutual fund to separate account | $1.1M to $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.