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| Provider | Service type | Compensation |
|---|---|---|
THE PENSION SERVICE, INC.9 years Filed as: PENSION SERVICES, INC. Service code 13 · EIN 65-0153816 | Contract Administrator | $22,081 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,501 |
LPL FINANCIAL5 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,000 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,064 |
20 funds of $250K or more; 26 lines in all, holding $17.7M of the plan's $17.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $5.1M | 28.6% |
| Amerjcan century ultra i Manager not matched · Mutual fund | $2.5M | 13.9% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.7M | 9.9% |
| Key Guaranteed Portfolio Fund, at contract value Manager not matched · Insurance contract | $1.5M | 8.4% |
| Amerjcan funds washington mutual R6 Capital Group · Mutual fund | $1.1M | 6.0% |
| MassMutual 40/60 Allocation I MassMutual · Mutual fund | $911K | 5.1% |
| Fidelity advisor internationalk cap app z Fidelity (FMR) · Mutual fund | $793K | 4.5% |
| MassMutual Mid Cap Growth Fund Class I MassMutual · Mutual fund | $614K | 3.5% |
| Amerjcan funds bond fund of amer R6 Manager not matched · Mutual fund | $527K | 3.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $375K | 2.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.