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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCKINLEY CARTER WEALTH SERVICES, IN Service code 27 2100 MARKET STREET · WHEELING, WV 26003 | Advisory (Plan) | $78,113 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,457 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF, INC. Service code 13 400 HOLIDAY DR., STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $14,125 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,352 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 55 | Other Commissions | $0 |
22 funds of $250K or more; 30 lines in all, holding $52.9M of the plan's $54.6M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Collateral, Value Cost Value Guaranteed Inv Manager not matched · Insurance contract | $13.3M | 25.2% |
| flexPATH Index Moderate Retirement Fund Manager not matched · Collective trust Index | $6.7M | 12.6% |
| flexPATH Index Moderate 2035 Fund Manager not matched · Collective trust Index | $5.0M | 9.4% |
| Large Cap Growth III CIT Common Collective Fund Manager not matched · Collective trust | $4.0M | 7.5% |
| Large Cap Value Manager not matched · Collective trust | $3.2M | 6.0% |
| Midcap Growth II Class II Common Collective Fund Manager not matched · Collective trust | $3.0M | 5.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.9M | 5.4% |
| flexPATH Index Moderate 2045 Fund Manager not matched · Collective trust Index | $2.7M | 5.1% |
| Core Plus Bond Fund Fee Class Manager not matched · Collective trust | $1.4M | 2.6% |
| American International Growth Fund Capital Group · Mutual fund | $1.4M | 2.6% |
Covers 60,908 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.