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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $57,257 |
Filed as: PETER TAWNEY DBA TAWNEY PLLC Service code 10 15 W ST · CONCORD, NH 03301 | Accounting | $10,546 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,647 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
24 funds of $250K or more; 18 lines in all, holding $55.5M of the plan's $57.8M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 11 vintages | $18.5M | 33.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.8M | 10.4% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $4.7M | 8.5% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.4M | 7.9% |
| ClearBridge Large Cap Growth Fund Franklin Templeton · Mutual fund | $3.7M | 6.6% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $3.5M | 6.2% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $2.4M | 4.3% |
| Allspring Special Mid Cap Value Fund Institutional Class Allspring · Mutual fund | $2.0M | 3.7% |
| Hartford International Equity Fund Hartford Funds · Mutual fund | $1.8M | 3.3% |
| New Perspective Fund Capital Group · Mutual fund | $1.6M | 2.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.