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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 | $94,591 |
Service code 27 1400 AMERICAN BLVD BLDG #4 PRINCETO · PENNINGTON, NJ 08534 | Advisory (Plan) | $35,000 |
ACCELL CPA & ASSOCIATES PA2 years Service code 10 14610 GALT LAKE DR · TAMPA, FL 33626 | Accounting | $14,000 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
26 funds of $250K or more; 19 lines in all, holding $107M of the plan's $108M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $35.6M | 33.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $18.3M | 17.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $10.9M | 10.2% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $7.1M | 6.7% |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 Shares Goldman Sachs · Mutual fund | $4.9M | 4.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 3.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $3.3M | 3.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.9M | 2.8% |
| MFS Total Return Bond Fund R6 MFS (Sun Life) · Mutual fund | $2.9M | 2.7% |
| Franklin Small-MID CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $2.8M | 2.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.