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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,848 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 99 DBA CAPTRUST FINANCIAL A · RALEIGH, NC 27609 | Other Fees | $5,511 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $5,271 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
4 funds of $250K or more; 22 lines in all, holding $4.4M of the plan's $4.4M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1ASTMOD Manager not matched · Other | $1.9M | 42.9% |
| 1ASTGRO Manager not matched · Other | $933K | 21.4% |
| Lastcon Manager not matched · Other | $596K | 13.7% |
| Lasting Manager not matched · Other | $517K | 11.8% |
| Lastagg Manager not matched · Other | $245K | 5.6% |
| Vsorx Manager not matched · Other | $154K | 3.5% |
| Forfeitures Manager not matched · Other | $14K | 0.3% |
| Participant Loans Manager not matched · Other | $13K | 0.3% |
| 1GWAQ35 Manager not matched · Other | $4K | <0.1% |
| Ivtiax Manager not matched · Other | $4K | <0.1% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.