Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,548 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $45,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,669 |
Filed as: CBIZ BENEFITS AND INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 45263 | Contract Administrator | $5,833 |
18 funds hold $21.5M of the plan's $21.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $10.7M | 49.7% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $2.5M | 11.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 8.5% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $1.7M | 7.8% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $855K | 4.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $737K | 3.4% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $638K | 3.0% |
| Fidelity Guaranteed Interest Fund Fidelity (FMR) · Insurance contract | $482K | 2.2% |
| IS ST TIPS BD Index K Manager not matched · Mutual fund Index | $479K | 2.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $464K | 2.2% |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.