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| Provider | Service type | Compensation |
|---|---|---|
SEAY & WEISSINGER, LLC2 years Filed as: SEAY & WEISSINGER LLC Service code 10 2030 POWERS FERRY RD SE STE 208 · ATLANTA, GA 30339 | Accounting | $13,500 |
APRIO BENEFIT ADVISORS LLC2 years Filed as: APRIO BENEFIT ADVISORS Service code 13 2002 SUMMIT BLVD STE 120 · ATLANTA, GA 30319 | Contract Administrator | $8,032 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,441 |
APRIO BENEFIT ADVISORS LLC2 years Filed as: APRIO BENEFIT ADVISORS, LLC Service code 13 | Contract Administrator | $3,070 |
9 funds of $250K or more; 17 lines in all, holding $6.7M of the plan's $6.8M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath, other, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Separate account Target-date, 6 vintages | $3.2M | 47.5% |
| Stable value fund: Empower General Account Empower · Insurance contract Recordkeeper's own fund | $1.8M | 27.0% |
| BlackRock LifePath Dynamic Retirement Fund (Investor) BlackRock · Separate account | $663K | 10.0% |
| JPMorgan Large Cap Growth Fund JPMorgan · Separate account | $345K | 5.2% |
| Mass Mutual S&P 500 Index Fund MassMutual · Separate account Index | $322K | 4.8% |
| Fidelity Advisor Total Bond Fidelity (FMR) · Separate account | $62K | 0.9% |
| Invesco Diversified Dividend Fund Invesco · Separate account | $49K | 0.7% |
| Empower S&P Mid Cap 400 Index Fund Empower · Separate account IndexRecordkeeper's own fund | $49K | 0.7% |
| Empower International Index Fund Empower · Separate account IndexRecordkeeper's own fund | $38K | 0.6% |
| American Balanced Fund Capital Group · Separate account | $30K | 0.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.