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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,647 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $26,397 |
TSC 401K2 years Service code 13 7365 KIRKWOOD COURT NORTH · MAPLE GROVE, MN 55369 | Contract Administrator | $950 |
Service code 13 | Contract Administrator | $0 |
5 funds of $250K or more; 13 lines in all, holding $13.1M of the plan's $12.9M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Assets Investments, at fair value Manager not matched · Other | $10.7M | 81.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $697K | 5.3% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $409K | 3.1% |
| Receivables: Employer contributions receivable Manager not matched · Other | $274K | 2.1% |
| Investments At Contract Value Manager not matched · Insurance contract | $272K | 2.1% |
| Pgim Total Return Bond Fund Class A Prudential (PGIM) · Mutual fund Possible retail class A | $179K | 1.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $177K | 1.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $117K | 0.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $109K | 0.8% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $92K | 0.7% |
Covers 61,314 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).
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.