Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,811 |
PENTEGRA SERVICES, INC.10+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE. · WHITE PLAINS, NY 106043805 | Contract Administrator | $13,350 |
QUAD CITY BANK & TRUST2 years Filed as: QUAD CITY INVESTMENT ADVISORS Service code 27 5405 UTICA RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $9,077 |
5 funds of $250K or more; 12 lines in all, holding $4.2M of the plan's $4.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.3M | 55.3% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $572K | 13.5% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $257K | 6.1% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $242K | 5.7% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $219K | 5.2% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $177K | 4.2% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $145K | 3.4% |
| Reliance MetLife Stable Value Series 25053 Collective Trust MetLife · Stable value Stable value | $96K | 2.3% |
| Principal MidCap Fund Principal · Mutual fund | $83K | 2.0% |
| Vanguard Target Retirement N/R Vanguard · Mutual fund | $83K | 2.0% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.