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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $35,958 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,939 |
COASTAL PENSION SERVICES2 years Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MA 21046 | Contract Administrator | $14,310 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,603 |
12 funds of $250K or more; 27 lines in all, holding $13.3M of the plan's $15.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $8.0M | 60.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 19.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $428K | 3.2% |
| Fidelity Select Software and IT Services Portfolio Fidelity (FMR) · Mutual fund | $308K | 2.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $292K | 2.2% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $243K | 1.8% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund-I Class T. Rowe Price · Mutual fund | $159K | 1.2% |
| Columbia Emerging Markets Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $140K | 1.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $128K | 1.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $122K | 0.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.