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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST11+ years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $52,695 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,608 |
NFP RETIREMENT INC4 years Filed as: MAP RETIREMENT USA LLC Service code 13 805 BROADWAY ST STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $8,550 |
25 funds of $250K or more; 19 lines in all, holding $42.3M of the plan's $46.7M. From the 2025 filing. Recordkeeper: NFP Retirement.
Target-date series: T. Rowe Price Retirement, collective trust, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 11 vintages | $13.4M | 31.7% |
| Empower S&P 500 Index Separate Acct (IS) Empower · Mutual fund Index | $4.2M | 10.0% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $2.9M | 6.9% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2.9M | 6.8% |
| Large Cap Growth / Jennison Fund Prudential (PGIM) · Mutual fund | $2.5M | 5.9% |
| MFS International Equity CIT Class CT MFS (Sun Life) · Collective trust | $2.4M | 5.6% |
| Northern Collective ACWI ex US IMI DC NL CT N/R Northern Trust · Collective trust | $2.3M | 5.4% |
| MFS Mid Cap Growth Fund CT MFS (Sun Life) · Collective trust | $1.6M | 3.7% |
| Prudential Core Plus Bond Fund Prudential (PGIM) · Mutual fund | $1.4M | 3.4% |
| NT Collective Agg Bond NL Tier CT Northern Trust · Collective trust | $1.4M | 3.3% |
Added 6 funds, dropped 5 funds, likely replaced 4 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchFidelity Freedom Blend 2045 Trust to T. Rowe Price Retirement 2045 Trust | $11.8M to $13.4M |
| ReplacedHighVanguard Institutional Index Fund Institutional Plus Shares to Empower S&P 500 Index Separate Acct (IS) | $3.5M to $4.2M |
| AddedAmerican Balanced Fund Class R-6 | $2.9M |
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 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.)
The auditor signed off without reservation. This is the cleanest opinion.