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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $171,540 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 15 · EIN 31-1582098 | Recordkeeping | $15,220 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
23 funds of $250K or more; 25 lines in all, holding $50.4M of the plan's $59.2M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Columbia Dividend Income Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $6.7M | 13.4% |
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $5.7M | 11.4% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $4.5M | 9.0% |
| PIMCO Real ReturnA PIMCO (Allianz) · Mutual fund | $4.3M | 8.5% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 5.9% |
| BlackRock Total Return InvA BlackRock · Mutual fund | $2.5M | 5.0% |
| PIMCO Investment Grade Credit BondA PIMCO (Allianz) · Mutual fund | $2.4M | 4.9% |
| PIMCO Income Fund Class A PIMCO (Allianz) · Mutual fund Possible retail class A | $2.4M | 4.8% |
| Columbia Large Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $2.3M | 4.6% |
| PIMCO Global Bond Opps Instl PIMCO (Allianz) · Mutual fund | $2.2M | 4.3% |
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.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.