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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,402 |
PENDLETON FINANCIAL LLC1+ years Service code 27 2607 OBERLIN RD · RALEIGH, NC 27608 | Advisory (Plan) | $35,126 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,386 |
11 funds of $250K or more; 16 lines in all, holding $10.8M of the plan's $11.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 8 vintages | $5.0M | 46.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 17.3% |
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 1 vintage | $809K | 7.5% |
| Vanguard U.S. Growth Fund Vanguard · Mutual fund | $597K | 5.5% |
| JP Morgan International JPMorgan · Mutual fund | $486K | 4.5% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $336K | 3.1% |
| Blackrock Emerging Markets Fund, INC. Institutional BlackRock · Mutual fund | $279K | 2.6% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund | $250K | 2.3% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund | $237K | 2.2% |
| JPMorgan U.S. Value Fund JPMorgan · Mutual fund | $176K | 1.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.