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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,122 |
ADVUS FINANCIAL PARTNERS LLC5 years Service code 27 631 W MORSE BLVD STE 115 · WINTER PARK, FL 37289 | Advisory (Plan) | $13,251 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $994 |
BKHM PA1 year Service code 10 1900 SUMMIT TOWER BLVD STE 170 · ORLANDO, FL 32810 | Accounting | $672 |
Service code 99 315 E ROBINSON ST STE 200 · ORLANDO, FL 32801 | Other Fees | $583 |
13 funds of $250K or more; 19 lines in all, holding $14.2M of the plan's $14.4M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $8.3M | 58.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 12.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 8.0% |
| Harbor Capital Appreciation - Intl Harbor Capital · Mutual fund | $832K | 5.8% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $287K | 2.0% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $285K | 2.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $214K | 1.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $214K | 1.5% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $188K | 1.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $180K | 1.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.