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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $183,899 |
Service code 13 · EIN 65-1205077 | Contract Administrator | $109,354 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 28 · EIN 58-2432390 | Investment Management | $37,500 |
Filed as: OPERATING ENGINEERS TRUST FD OF DC Service code 99 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Other Fees | $28,452 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $10,000 |
17 funds of $250K or more; 13 lines in all, holding $50.9M of the plan's $51.7M. From the 2024 filing. Recordkeeper: Associated Administrators.
Target-date series: Vanguard Target Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $39.8M | 78.2% |
| Insurance Company Contract Sagic Diversified Bond I Manager not matched · Insurance contract | $5.2M | 10.3% |
| Participant directed Pooled separate accounts Vanguard 500 Index Fund Vanguard · Separate account Index | $3.1M | 6.2% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund IndexPossible retail class A | $773K | 1.5% |
| Vanguard Mid Cap Index Vanguard · Mutual fund IndexPossible retail class A | $684K | 1.3% |
| Mutual funds Vanguard Developed Markers Index Fund Vanguard · Mutual fund IndexPossible retail class A | $588K | 1.2% |
| Vanguard Small Cap Index Vanguard · Mutual fund IndexPossible retail class A | $347K | 0.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $123K | 0.2% |
| Vanguard High Yield Corp Vanguard · Mutual fund Possible retail class A | $75K | 0.1% |
| Vanguard Emerging Markets Stock Index Vanguard · Mutual fund IndexPossible retail class A | $54K | 0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.