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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,928 |
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 W WACKER DR 5900 · CHICAGO, IL 60606 | Advisory (Plan) | $37,303 |
PENSION PERFORMANCE, INC.2 years Filed as: PENSION PERFORMANCE INC. Service code 13 · EIN 36-4136186 2551 DIVISION ST · JOLIET, IL 60435 | Contract Administrator | $21,978 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,092 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 109 MICHIGAN ST, NW · GRAND RAPIDS, MI 49503 | Accounting | $17,500 |
19 funds of $250K or more; 21 lines in all, holding $20.6M of the plan's $23.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $8.0M | 38.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 14.4% |
| Vanguard High Dividend Yield Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 8.2% |
| American Funds Capital Group · Mutual fund | $1.1M | 5.4% |
| T. Rowe Price T. Rowe Price · Mutual fund | $960K | 4.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $837K | 4.1% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $700K | 3.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $633K | 3.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $610K | 3.0% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $605K | 2.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
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.