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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 04-3159710 | Recordkeeping Fees | $46,672 |
VALMARK ADVISERS INC4 years Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $34,250 |
CROSSPLANS2 years Service code 15 · EIN 20-4536537 | Recordkeeping | $12,275 |
10 funds of $250K or more; 14 lines in all, holding $10.2M of the plan's $10.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $2.0M | 19.3% |
| American Funds Capital Group · Mutual fund | $1.5M | 14.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.2M | 12.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 11.1% |
| Blackrock EAFE Equity Index Fee CL R BlackRock · Collective trust Index | $841K | 8.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $793K | 7.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $682K | 6.7% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $628K | 6.1% |
| Empower Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $593K | 5.8% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $409K | 4.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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.