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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC6 years Service code 26 · EIN 31-1509466 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Participants) | $51,078 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,362 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,696 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 · EIN 82-2717929 2215 PLANK RD STE 249 · FREDERICKSBURG, VA 22401 | Contract Administrator | $18,453 |
16 funds of $250K or more; 14 lines in all, holding $11.6M of the plan's $11.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $3.2M | 27.8% |
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $1.6M | 14.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 13.9% |
| Blackrock EAFE Equity Index Fee CL R BlackRock · Collective trust Index | $1.0M | 8.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $845K | 7.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $658K | 5.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $480K | 4.1% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $466K | 4.0% |
| EI Fixed Account Empower · Insurance contract Recordkeeper's own fund | $376K | 3.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $342K | 3.0% |
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.
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.