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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $216,095 |
Service code 14 · EIN 99-2136324 3031B WALTON ROAD · PLYMOUTH MEETING, PA 19462 | Plan Administrator | $80,892 |
WILLIG, WILLIAMS & DAVIDSON11+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH FL · PHILADELPHIA, PA 19103 | Legal | $22,000 |
Filed as: CBIZ RETIREMENT PLAN SERVICES Service code 50 · EIN 31-1582098 PO BOX 632886 · CINCINNATI, OH 45263 | Direct Payment | $20,438 |
RBC WEALTH MANAGEMENT11+ years Filed as: RBC WEALTH MGT, NWC 313-24576 Service code 16 · EIN 41-1416330 181 WASHNGTON ST, STE 500 · CONSHOHOCKEN, PA 19428 | Consulting | $18,000 |
ALAN ROSS & COMPANY, PC10+ years Filed as: ALAN ROSS AND COMPANY, PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, STE 100 · READING, PA 19606 | Accounting | $9,550 |
AMTRUST NORTH AMERICA1 year Filed as: AMTRUST NORTH AMERICA INC Service code 50 PO BOX 6939 · CLEVELAND, OH 44101 | Direct Payment | $5,507 |
16 funds of $250K or more; 14 lines in all, holding $111M of the plan's $114M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 6 vintages | $41.2M | 37.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $35.7M | 32.1% |
| Guaranteed Income Fund Manager not matched · Insurance contract | $10.8M | 9.7% |
| Dodge & Cox Balanced Fund Class I Dodge & Cox · Mutual fund | $7.5M | 6.7% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $4.4M | 4.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 3.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 2.6% |
| Harbor Large CAP Value Retirement Harbor Capital · Other | $2.2M | 1.9% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 1.1% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $602K | 0.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Participant 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.