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| Provider | Service type | Compensation |
|---|---|---|
BALLEW ADVISORS2 years Filed as: BALLEW ADVISORS INC Service code 27 100 VISION DR STE 325 · JACKSON, MI 39211 | Advisory (Plan) | $21,442 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $17,969 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES OF ALABAMA Service code 13 · EIN 62-1200951 | Contract Administrator | $16,226 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENEWOOD VILLAGE, CO 80111 | Investment Management | $2,595 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES OF ALABAMA, LLC Service code 13 | Contract Administrator | $1,456 |
4 funds of $250K or more; 16 lines in all, holding $3.4M of the plan's $3.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.6M | 76.5% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $237K | 7.0% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $101K | 3.0% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $85K | 2.5% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $63K | 1.8% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $57K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $57K | 1.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $51K | 1.5% |
| Pgim Short Duration High Yield Income R6 Registered Investment Company Prudential (PGIM) · Mutual fund | $36K | 1.1% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $30K | 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.
Participant 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.