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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,047 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $16,187 |
HOWARD LLP1 year Filed as: HOWARD Service code 27 196 ALPS RD · ATHENS, GA 306064085 | Advisory (Plan) | $14,676 |
US CARENET, INC.1 year Filed as: US CARENET INC Service code 10 699 BROAD ST STE 1003 · AUGUSTA, GA 30901 | Accounting | $10,862 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54 |
13 funds of $250K or more; 27 lines in all, holding $12.4M of the plan's $12.4M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| General Account Manager not matched · Insurance contract | $2.6M | 20.7% |
| Ultra Fund R Class American Century · Mutual fund | $1.4M | 11.5% |
| Disciplined Core Equity Fund Investor Class American Century · Mutual fund | $1.2M | 9.7% |
| MM S&P 500 Index Fund Administrative Class MassMutual · Money market Index | $1.2M | 9.5% |
| MID CAP Value Fund Investor Class American Century · Mutual fund | $1.0M | 8.2% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $614K | 5.0% |
| IndexSelect Aggressive 2055 Fund CL R Manager not matched · Collective trust | $598K | 4.8% |
| MassMutual Equity Opportunities Fund Class A MassMutual · Mutual fund Possible retail class A | $588K | 4.8% |
| MassMutual Mid Cap Growth Fund Class A MassMutual · Mutual fund Possible retail class A | $581K | 4.7% |
| MassMutual Fundamental Value Fund Class A MassMutual · Mutual fund Possible retail class A | $547K | 4.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 reported corrective distributions (failed ADP/ACP testing).