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| Provider | Service type | Compensation |
|---|---|---|
WABASH CAPITAL9 years Service code 27 2901 OHIO BLVD STE 242 · TERRE HAUTE, IN 47803 | Advisory (Plan) | $63,617 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,535 |
10 funds of $250K or more; 11 lines in all, holding $10.0M of the plan's $13.1M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.1M | 21.0% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 18.7% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $1.2M | 11.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 10.7% |
| Invesco Global Fund Class Y Invesco · Mutual fund | $951K | 9.5% |
| Franklin Small Cap Growth Fund Franklin Templeton · Mutual fund | $795K | 7.9% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $610K | 6.1% |
| Growth Instl Manager not matched · Other | $568K | 5.7% |
| Eaton Vance Atlanta Capital Smid-Cap A Morgan Stanley · Other | $384K | 3.8% |
| Fidelity Advisor Global Credit Z Fidelity (FMR) · Mutual fund | $276K | 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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.