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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,819 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $40,715 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,738 |
JULY BUSINESS SERVICES1+ years Service code 13 PO BOX 4346 DEPT 399 · HOUSTON, TX 77210 | Contract Administrator | $10,413 |
18 funds of $250K or more; 11 lines in all, holding $21.9M of the plan's $22.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Manager not matched · Mutual fund Target-date, 10 vintages | $14.5M | 66.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 6.5% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $1.2M | 5.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 4.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $950K | 4.3% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $909K | 4.2% |
| Investment (e) Value American Fun Manager not matched · Other | $711K | 3.3% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $385K | 1.8% |
| Nomura Small Cap Core Fund Class R6 Macquarie / Nomura · Mutual fund | $368K | 1.7% |
| Real Estate Securities Fund Institutional Class Principal · Mutual fund | $253K | 1.2% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.