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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,803 |
KATHMERE CAPITAL MANAGEMENT7 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Advisory (Plan) | $21,606 |
DCSRETIRE INC2 years Service code 13 2220 COUNTY RD 210 W STE 108 · JACKSONVILLE, FL 32259 | Contract Administrator | $13,926 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,690 |
7 funds of $250K or more; 18 lines in all, holding $8.0M of the plan's $8.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $5.9M | 73.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $566K | 7.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $261K | 3.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $209K | 2.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $189K | 2.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $131K | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $116K | 1.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $113K | 1.4% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $108K | 1.3% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $86K | 1.1% |
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.
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.