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| Provider | Service type | Compensation |
|---|---|---|
ROBIN S. WEINGAST & ASSOCIATES, INC11+ years Service code 13 · EIN 11-2859146 GARDEN CITY CENTER · GARDEN CITY, NY 11530 | Contract Administrator | $140,718 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWERANNUITYINSURANCECOMPANYOFAME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,274 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $15,426 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,045 |
21 funds of $250K or more; 26 lines in all, holding $32.6M of the plan's $33.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $9.5M | 29.0% |
| rate EI Fixed Account - Series Class VI Manager not matched · Insurance contract | $6.0M | 18.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.4M | 13.6% |
| Large Cap Growth/MFS Fund MFS (Sun Life) · Mutual fund | $4.3M | 13.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 5.1% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $1.4M | 4.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 4.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 3.2% |
| International Growth and Income Fund Capital Group · Mutual fund | $545K | 1.7% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $424K | 1.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
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.