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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,479 |
MARSH & MCLENNAN AGENCY LLC1+ years Filed as: MMA SECURITIES LLC Service code 27 P,O. BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $14,115 |
NATIONAL BENEFIT SERVICES, LLC1+ years Filed as: NATIONAL BENEFIT SERVICES Service code 13 PO BOX 210612 · KANSAS CITY, MO 64121 | Contract Administrator | $13,057 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,921 |
5 funds of $250K or more; 12 lines in all, holding $3.8M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.1M | 56.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $481K | 12.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $215K | 5.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $163K | 4.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $152K | 4.0% |
| New World Fund Inc Capital Group · Mutual fund | $140K | 3.7% |
| Fixed Account Empower · Insurance contract Recordkeeper's own fund | $129K | 3.4% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $99K | 2.6% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $76K | 2.0% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $75K | 2.0% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.