Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MERCER7 years Filed as: MERCER INVESTMENTS, LLC Service code 99 · EIN 30-0282430 | Other Fees | $65,516 |
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 | $42,659 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $28,350 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,187 |
18 funds of $250K or more; 22 lines in all, holding $92.7M of the plan's $93.0M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1SSTC40 Manager not matched · Other | $18.2M | 19.6% |
| 1SSTC35 Manager not matched · Other | $15.0M | 16.2% |
| 1SSTC45 Manager not matched · Other | $14.2M | 15.4% |
| 1MERSS5 Manager not matched · Other | $11.5M | 12.5% |
| 1SSTC30 Manager not matched · Other | $9.2M | 9.9% |
| 1SSTC50 Manager not matched · Other | $6.9M | 7.5% |
| 1SSTC25 Manager not matched · Other | $3.0M | 3.2% |
| 1SSTC20 Manager not matched · Other | $2.9M | 3.1% |
| 1IVSVB1 Manager not matched · Other | $2.4M | 2.6% |
| 1SSTC55 Manager not matched · Other | $2.0M | 2.1% |
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.
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).
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.