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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 04-1590850 | Advisory (Plan) | $23,704 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $10,590 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 | Contract Administrator | $3,102 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,062 |
9 funds of $250K or more; 10 lines in all, holding $7.4M of the plan's $7.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $5.3M | 71.1% |
| American Funds Target Date Capital Group · Separate account Target-date, 1 vintage | $1.3M | 17.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $370K | 5.0% |
| MassMutual Blue Chip Growth Fund Class I MassMutual · Mutual fund | $264K | 3.5% |
| Vanguard Small Cap Growth Index Admrl Vanguard · Mutual fund Index | $112K | 1.5% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $33K | 0.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $23K | 0.3% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $23K | 0.3% |
| American Funds Europac Growth R1 Capital Group · Mutual fund Possible retail class R1 | $22K | 0.3% |
| Vanguard Small-Cap Value Index Admry Vanguard · Mutual fund Index | $22K | 0.3% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.