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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $176,643 |
Filed as: EMPOWER ANNUNITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,184 |
DEMARS PENSION CONSULTING SERVICES10+ years Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $7,198 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $5,953 |
Service code 13 | Contract Administrator | $4,143 |
8 funds of $250K or more; 27 lines in all, holding $8.9M of the plan's $9.0M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust American Funds 2035 I Capital Group · Collective trust | $2.1M | 23.9% |
| Great Gray Trust American Funds 2040 I Capital Group · Collective trust | $1.4M | 15.8% |
| Great Gray Trust American Funds 2030 I Capital Group · Collective trust | $1.4M | 15.3% |
| Great Gray Trust American Funds 2025 I Capital Group · Collective trust | $1.1M | 12.0% |
| Great Gray Trust American Funds 2045 I Capital Group · Collective trust | $607K | 6.8% |
| AM1 Domestic Equity Fund Class 1 Manager not matched · Collective trust | $556K | 6.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $330K | 3.7% |
| AM1 Core Fixed Income Fund Class 1 Manager not matched · Collective trust | $263K | 3.0% |
| Great Gray Trust American Funds 2050 I Capital Group · Collective trust | $237K | 2.7% |
| AMI International Equity Class 1 Manager not matched · Collective trust | $167K | 1.9% |
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.
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.
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.