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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 | $30,853 |
ASSUREDPARTNERS CAPITAL INC3 years Filed as: ASSUREDPARTNERS CAPITAL INC. Service code 27 200 COLONIAL CENTER PKWY STE 140 · LAKE MARY, FL 32746 | Advisory (Plan) | $21,557 |
PREMIER RETIREMENT PARTNERS5 years Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WI 53717 | Contract Administrator | $13,986 |
ALLIANCE BENEFIT GROUP5 years Filed as: ALLIANCE BENEFIT GROUP WISCONSIN LL Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WI 53717 | Contract Administrator | $7,387 |
BAS PARTNERS3 years Service code 10 15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 33027 | Accounting | $6,900 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,346 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $2,156 |
6 funds of $250K or more; 30 lines in all, holding $4.9M of the plan's $5.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust American Funds 2035 I Capital Group · Collective trust | $587K | 11.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $548K | 11.1% |
| Great Gray Trust American Funds 2025 I Capital Group · Collective trust | $477K | 9.7% |
| Great Gray Trust American Funds 2030 I Capital Group · Collective trust | $450K | 9.1% |
| Great Gray Trust American Funds 2040 I Capital Group · Collective trust | $425K | 8.6% |
| Great Gray Trust American Funds 2045 I Capital Group · Collective trust | $409K | 8.3% |
| Great Gray Trust American Funds 2055 I Capital Group · Collective trust | $248K | 5.0% |
| American Innovation Manager not matched · Collective trust | $244K | 5.0% |
| Great Gray Trust American Funds 2050 I Capital Group · Collective trust | $212K | 4.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $200K | 4.1% |
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 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.
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.