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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $19,777 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,222 |
Service code 13 ONE RAYMOND DRIVE, SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $1,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $926 |
5 funds of $250K or more; 19 lines in all, holding $5.3M of the plan's $5.4M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.4M | 82.6% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $203K | 3.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $187K | 3.5% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $104K | 2.0% |
| Putnam Large Cap Growth Class R Collective trust fund Franklin Templeton · Collective trust | $81K | 1.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $46K | 0.9% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $45K | 0.8% |
| New World Fund (R6) Capital Group · Mutual fund | $42K | 0.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $35K | 0.6% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $33K | 0.6% |
See the other 9 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,316 | $101,317-56.3% | $146,958-69.8% | $74,495-40.5% |
| Participation rate | 85.4% | 75.5%+9.9pp | 82.2%+3.3pp | 67.2%+18.2pp |
| Annual return | 16.58% | 8730.91%-8714.3pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,908 | $7,303-19.1% | $8,070-26.8% | $4,346+36.0% |
| Admin fee / account holder | $320 | $1,739-81.6% | $12,998-97.5% | $1,942-83.5% |