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| Provider | Service type | Compensation |
|---|---|---|
KESTRA FINANCIAL3 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $25,082 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,894 |
11 funds of $250K or more; 23 lines in all, holding $9.0M of the plan's $9.7M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrock Equity Index Fund BlackRock · Collective trust Index | $2.0M | 22.6% |
| Wilmington Moderate 2035 Fund Manager not matched · Mutual fund | $1.7M | 19.1% |
| Wilmington Moderate 2045 Fund Manager not matched · Mutual fund | $928K | 10.3% |
| Blackrock EAFE Equity Index FD BlackRock · Collective trust Index | $537K | 5.9% |
| Wilmington Moderate 2055 Fund Manager not matched · Mutual fund | $535K | 5.9% |
| Wilmington Large Cap Growth Fund Manager not matched · Mutual fund | $466K | 5.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $403K | 4.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $373K | 4.1% |
| BlackRock US Debt Index Fund BlackRock · Collective trust Index | $365K | 4.0% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $336K | 3.7% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.