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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $198,475 |
Filed as: KATHMERE CAPITAL MGT LLC Service code 27 435 DEVON PARK DR · WAYNE, PA 190871946 | Advisory (Plan) | $124,488 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,393 |
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP, LLC Service code 13 5625 MILLS CIVIC PARKWAY #101 · WEST DES MOINES, IA 50266 | Contract Administrator | $9,325 |
29 funds of $250K or more; 19 lines in all, holding $115M of the plan's $120M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $55.5M | 48.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $13.1M | 11.5% |
| Vanguard Primecap Fund Investor Shares Vanguard · Mutual fund | $8.8M | 7.7% |
| Invesco Equity And Income Fund Invesco · Mutual fund | $6.7M | 5.8% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $3.8M | 3.3% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $3.6M | 3.1% |
| EWI Fixed Account - Series Class III Manager not matched · Insurance contract | $3.5M | 3.1% |
| New Perspective Fund Capital Group · Mutual fund | $3.5M | 3.0% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $2.8M | 2.4% |
| Invesco Discovery Mid Cap Growth Fund Invesco · Mutual fund | $2.4M | 2.1% |
Covers 61,314 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.
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.