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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,263 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $25,000 |
ASCENSUS LLC3 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $1,677 |
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $500 |
16 funds of $250K or more; 49 lines in all, holding $17.0M of the plan's $17.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| One Choice IN Retirement Portfolio I Class American Century · Mutual fund Possible retail class A | $3.6M | 21.4% |
| American Century One Choice 2045 I American Century · Other | $1.7M | 10.0% |
| American Century One Choice 2035 I American Century · Other | $1.7M | 9.8% |
| American Century One Choice 2030 I American Century · Other | $1.5M | 8.8% |
| American Century One Choice 2040 I American Century · Other | $1.2M | 7.1% |
| Guaranteed Fixed Funds MassMutual Guaranteed Fixed MassMutual · Insurance contract | $867K | 5.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $808K | 4.8% |
| Fidelity Advisor International Cap App Z Fidelity (FMR) · Mutual fund Possible retail class A | $637K | 3.7% |
| Lincoln National Life Insurance Company Fixed Account Lincoln Financial · Insurance contract | $573K | 3.4% |
| American Century One Choice 2055 I American Century · Other | $562K | 3.3% |
Covers 60,908 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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.