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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INS CO OF AM Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $8,223 |
FREEDOM FIDUCIARIES LLC2 years Service code 27 300 E. MALLARD DR. STE 100 · BOISE, ID 83706 | Advisory (Plan) | $7,438 |
BENEFITS2 ADMINISTRATORS LLC2 years Filed as: BENEFITS2 ADMINISTRATORS Service code 13 · EIN 92-1664169 P.O. BOX 328 · MERIDIAN, ID 83680 | Contract Administrator | $4,990 |
SANCTUARY WEALTH MANAGEMENT6 years Service code 26 · EIN 20-0446664 275 SOUTH 5TH AVENUE · POCATELLO, ID 83201 | Advisory (Participants) | $2,478 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $870 |
4 funds of $250K or more; 20 lines in all, holding $2.4M of the plan's $2.4M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wilmington Trust Indexselect Moderate Retire Fund CL I Manager not matched · Collective trust | $734K | 31.1% |
| Collective Wilmington IndexSelect Moderate 2035 Fund CL I N/R Manager not matched · Collective trust | $555K | 23.5% |
| Wilmington Trust Indexselect Moderate 2045 Fund CL I Manager not matched · Collective trust | $462K | 19.6% |
| Wilmington IndexSelect Moderate 2055 CIT I Manager not matched · Collective trust | $279K | 11.8% |
| interest, collateral, par or maturity value Cost value Mutual Funds: Fidelit Manager not matched · Mutual fund | $102K | 4.3% |
| Wilmington Trust Indexselect Aggressive 2045 Fund CL I Manager not matched · Collective trust | $57K | 2.4% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $48K | 2.0% |
| Focused Dynamic Growth Fund R6 Class American Century · Mutual fund Possible retail class A | $35K | 1.5% |
| Fidelity US Bond Index Fidelity (FMR) · Mutual fund IndexPossible retail class A | $19K | 0.8% |
| Blackrock Mid Cap Equity Index Fund R BlackRock · Collective trust Index | $15K | 0.6% |
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.
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.