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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 1920 MAIN STREET, STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $16,101 |
KKDLY LLC1 year Filed as: KKDLY CPAS LLC Service code 10 745 FORT STREET SUITE 2100 · HONOLULU, HI 96813 | Accounting | $15,916 |
Filed as: EMPOWER ANNUITY INSURANCE CO AMERIC Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,316 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,203 |
16 funds of $250K or more; 17 lines in all, holding $12.0M of the plan's $12.3M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $2.6M | 21.9% |
| Ssga S&P 500 Index Fund State Street (SSgA) · Collective trust Index | $2.5M | 20.7% |
| Including Maturity Date: Blackrock Global Allocation Instl BlackRock · Mutual fund | $1.6M | 13.5% |
| State Street Russell Small/Mid Cap Index Fund State Street (SSgA) · Mutual fund Index | $1.0M | 8.7% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $878K | 7.3% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $734K | 6.1% |
| PIMCO RAE US Small Fund Institutional Class PIMCO (Allianz) · Mutual fund | $573K | 4.8% |
| Putnam Large Cap Value Trust IA Franklin Templeton · Mutual fund | $426K | 3.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $356K | 3.0% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $340K | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.