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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,822 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $47,035 |
CIUNI & PANICHI, INC.7 years Filed as: CIUNI AND PANICHI INC Service code 10 25201 CHAGRIN BLVD STE 200 · BEACHWOOD, OH 44122 | Accounting | $21,632 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,384 |
18 funds of $250K or more; 25 lines in all, holding $11.3M of the plan's $13.4M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Putnam Retirement Advantage, collective trust, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Retirement Advantage Franklin Templeton · Collective trust Target-date, 8 vintages | $5.3M | 47.2% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 9.6% |
| Hartford Core Equity Fund Class R6 Hartford Funds · Mutual fund | $747K | 6.6% |
| Putnam Retirement Advantage Maturity Trust I Franklin Templeton · Collective trust | $671K | 5.9% |
| Fidelity Advisor Investment Grade Fidelity (FMR) · Mutual fund | $438K | 3.9% |
| Columbia Seligman Comms & Info Instl 2 Ameriprise (Columbia Threadneedle) · Mutual fund | $378K | 3.4% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $360K | 3.2% |
| Empower Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $298K | 2.6% |
| Vanguard Wellesley Income Fund Investor Shares Vanguard · Mutual fund | $270K | 2.4% |
| Federated Hermes MDT Small Cap Value Fund Federated Hermes · Mutual fund | $261K | 2.3% |
Covers 61,314 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.