Filed January 23, 2023
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,467 |
Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $27,627 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN PLLC Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $22,213 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $17,832 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,052 |
26 funds hold $37.5M of the plan's $38.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $9.4M | 25.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.2M | 13.8% |
| MassMutual SF Guaranteed MassMutual · Insurance contract | $3.8M | 10.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $3.7M | 9.8% |
| The Bond Fund of America Capital Group · Mutual fund | $2.2M | 6.0% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $2.2M | 5.9% |
| Fidelity Growth Strategies Fund Fidelity (FMR) · Mutual fund | $1.7M | 4.5% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $1.6M | 4.2% |
| Global Small Company Portfolio Institutional Class Shares Dimensional · Mutual fund | $1.1M | 2.8% |
| International Large Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $992K | 2.6% |
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Added 3 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Large Cap Growth Fund | $3.7M |
| ReplacedHighSmallcap World Fund to Global Small Company Portfolio Institutional Class Shares | $1.2M to $1.1M |
| ReplacedHighVanguard R1 Est Index to U.S. Vector Equity Portfolio - Institutional Class | $486K to $969K |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,879 | $131,799-54.6% | $200,582-70.1% | $85,563-30.0% |
| Participation rate | 96.5% | 87.9%+8.6pp | 86.9%+9.6pp | 66.0%+30.5pp |
| Annual return | 18.02% | 21.59%-3.6pp | 42.33%-24.3pp | 31.51%-13.5pp |
| Employer contribution / active EE | $2,922 | $4,532-35.5% | $6,419-54.5% | $2,654+10.1% |
| Participant deferral / active EE | $4,356 | $7,702-43.4% | $9,331-53.3% | $4,375-0.4% |
| Admin fee / account holder | $119 | $235-49.3% | $16,305-99.3% | $834-85.7% |