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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $140,454 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $111,990 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
28 funds of $250K or more; 20 lines in all, holding $77.2M of the plan's $83.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Principal LifeTime, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintages | $25.0M | 32.3% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $13.0M | 16.8% |
| New York Life Insurance Company Guaranteed Interest Account New York Life · Insurance contract | $6.1M | 7.9% |
| Principal LifeTime Principal · Collective trust Target-date, 1 vintage | $4.9M | 6.3% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $4.2M | 5.5% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $2.7M | 3.6% |
| Growth Fund OF America Capital Group · Mutual fund | $2.6M | 3.3% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $2.5M | 3.3% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $2.2M | 2.8% |
| Eupac Fund Capital Group · Mutual fund | $2.2M | 2.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.