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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 | $78,848 |
THE ASCENT GROUP, LLC1+ years Filed as: THE ASCENT GROUP LLC Service code 27 192 BALLARD CT · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $62,580 |
BLUE RIDGE ESOP ASSOCIATES1+ years Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $36,789 |
CHARLES W. SNADER, P.C.1+ years Filed as: CHARLES W SNADER PC Service code 10 237 HANBURY RD E · CHESAPEAKE, VA 23322 | Accounting | $7,925 |
18 funds hold $32.9M of the plan's $33.5M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $4.3M | 13.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 11.9% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.9M | 8.8% |
| Putnam Stable Value Fund SA Franklin Templeton · Stable value Stable value | $2.8M | 8.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 7.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 6.6% |
| Great Gray Large Cap Value Fund Class R1 Manager not matched · Mutual fund Possible retail class R1 | $2.2M | 6.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 6.1% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $1.9M | 5.8% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund | $1.5M | 4.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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.