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| Provider | Service type | Compensation |
|---|---|---|
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 | $16,321 |
IMA FINANCIAL GROUP1+ years Filed as: IMA ADVISORY SERVICES INC Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $14,601 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62 |
6 funds of $250K or more; 17 lines in all, holding $4.6M of the plan's $4.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 8 vintages | $4.4M | 96.2% |
| State Street S&P Mid Cap Index Fund T. Rowe Price · Mutual fund Index | $73K | 1.6% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $44K | 1.0% |
| Empower Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $20K | 0.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $17K | 0.4% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $5K | 0.1% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $3K | <0.1% |
| DFA International Value Portfolio Dimensional · Mutual fund | $3K | <0.1% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2K | <0.1% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $2K | <0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.