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| Provider | Service type | Compensation |
|---|---|---|
KRILOGY FINANCIAL LLC7 years Service code 27 275 N LINDBERGH BLVD STE 20 · SAINT LOUIS, MO 631417832 | Advisory (Plan) | $38,745 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,324 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,169 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 702 A BARRET BLVD · HENDERSEN, KY 42420 | Contract Administrator | $3,050 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $2,161 |
11 funds of $250K or more; 23 lines in all, holding $12.8M of the plan's $13.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $7.2M | 56.5% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $699K | 5.4% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $622K | 4.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $555K | 4.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $469K | 3.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $402K | 3.1% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $364K | 2.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $355K | 2.8% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $301K | 2.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $241K | 1.9% |
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.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.