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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $164,651 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $87,749 |
NBT BANK NA1 year Filed as: NBT BANK, N.A. Service code 13 2 EXECUTIVE PARK DRIVE STE 100 · BEDFORD, NH 03110 | Contract Administrator | $39,762 |
DOWNEAST PENSION SERVICES, INC.10+ years Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $2,500 |
PLANCHEC(K) CPAS3 years Filed as: PLANCHEC(K) CPAS LLC Service code 10 1 EASTON OVAL · COLUMBUS, OH 43219 | Accounting | $0 |
24 funds of $250K or more; 34 lines in all, holding $78.2M of the plan's $86.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower S&P Index Separate Acct Empower · Mutual fund IndexRecordkeeper's own fund | $8.8M | 11.3% |
| Index Select Aggressive 2055 Manager not matched · Collective trust Index | $8.7M | 11.1% |
| Index Select Aggressive 2045 Manager not matched · Collective trust Index | $7.8M | 10.0% |
| Fidelity Advisor Strategic Income Fund Class Z Fidelity (FMR) · Mutual fund | $7.5M | 9.6% |
| Fidelity Advisor Total Intl Equity I Fidelity (FMR) · Mutual fund | $6.6M | 8.4% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $4.3M | 5.5% |
| Large Cap Growth Fund II Fee Class R1 Manager not matched · Collective trust | $4.2M | 5.4% |
| New World Fund Inc Capital Group · Mutual fund | $4.1M | 5.3% |
| Blk Total Return Bond Fund BlackRock · Collective trust | $3.1M | 4.0% |
| Blackrock U.S. Debt Index Fund R6 BlackRock · Collective trust Index | $2.8M | 3.5% |
Added 3 funds, dropped 3 funds, likely replaced 4 funds. Moved 1 fund from collective trust to mutual fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighBlackRock Russell to Empower S&P Index Separate Acct | $7.2M to $8.8M |
| ReplacedHighLord Abbett Bond Debenture Fund Inc to Fidelity Advisor Strategic Income Fund Class Z | $7.2M to $7.5M |
| ReplacedHighBlackRock International Fund Class K to Fidelity Advisor Total Intl Equity I | $5.4M to $6.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.