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| Provider | Service type | Compensation |
|---|---|---|
WELLTH ADVISORY SERVICES LLC2 years Filed as: WEALTH ADVISORY SERVICES LLC Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $37,769 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,103 |
Filed as: BERNARD ROBINSON & CO Service code 10 PO BOX 19608 · GREENSBORO, NC 27419 | Accounting | $13,600 |
Filed as: STRATEGIC RETIREMENT ADMINISTRATION Service code 13 | Contract Administrator | $7,601 |
TRIAD ADVISORS INC2 years Filed as: TRIAD PLAN ADMINISTRATION Service code 13 5603-B W FRIENDLY AVE · GREENSBORO, NC 27410 | Contract Administrator | $0 |
8 funds of $250K or more; 28 lines in all, holding $7.2M of the plan's $7.5M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust American Funds 2035 I Capital Group · Collective trust | $1.6M | 21.6% |
| Great Gray Trust American Funds 2030 I Capital Group · Collective trust | $1.1M | 15.9% |
| Great Gray Trust American Funds 2050 I Capital Group · Collective trust | $860K | 11.9% |
| Great Gray Trust American Funds 2045 I Capital Group · Collective trust | $623K | 8.7% |
| Touchstone MID CAP Fund Class Y Western & Southern · Mutual fund | $570K | 7.9% |
| Great Gray Trust American Funds 2040 I Capital Group · Collective trust | $546K | 7.6% |
| Great Gray Trust American Funds 2060 I Capital Group · Collective trust | $447K | 6.2% |
| Great Gray Trust American Funds 2055 I Capital Group · Collective trust | $301K | 4.2% |
| Great Gray Trust American Funds 2025 I Capital Group · Collective trust | $191K | 2.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $175K | 2.4% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.