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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,050 |
ANNEX WEALTH MANAGEMENT LLC8 years Service code 27 12700 W BLUEMOUND RD STE 200 · ELM GROVE, WI 53122 | Advisory (Plan) | $52,779 |
SIKICH LLP1 year Filed as: SIKICH LLC Service code 13 1415 W DIEHL RD STE 400 · NAPERVILLE, IL 60563 | Contract Administrator | $10,455 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,358 |
31 funds of $250K or more; 28 lines in all, holding $43.8M of the plan's $50.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $12.7M | 29.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.1M | 16.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.8M | 8.7% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.4M | 5.6% |
| PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional PIMCO (Allianz) · Mutual fund | $2.0M | 4.5% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $2.0M | 4.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 3.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $1.3M | 3.0% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $1.2M | 2.8% |
| Fidelity Select Software and IT Services Portfolio Fidelity (FMR) · Mutual fund | $1.1M | 2.6% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.