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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,205 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC Service code 13 · EIN 31-1440043 535 METRO PL S · DUBLIN, OH 43017 | Contract Administrator | $40,598 |
DEFINITI LLC5 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $40,272 |
22 funds of $250K or more; 42 lines in all, holding $22.4M of the plan's $22.8M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 12.0% |
| Great Gray Trust American Funds 2045 Capital Group · Mutual fund | $1.7M | 7.7% |
| Great Gray Trust American Funds 2035 Capital Group · Mutual fund | $1.7M | 7.6% |
| Great Gray Trust American Funds 2030 Capital Group · Mutual fund | $1.7M | 7.5% |
| Empower Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $1.5M | 6.8% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.4M | 6.2% |
| Great Gray Trust American Funds 2025 Capital Group · Mutual fund | $1.1M | 4.9% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $915K | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $881K | 3.9% |
| Great Gray Trust American Funds 2040 Capital Group · Mutual fund | $862K | 3.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.