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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Recordkeeping | $55,935 |
AMERICAN REALTY ADVISORS9 years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 3150 US RT 60 · ONA, WV 25545 | Contract Administrator | $28,865 |
STANDARD VALUATIONS11+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE,STE200 · ST PAUL, MN 55116 | Advisory (Plan) | $26,750 |
PETER CHANG ENTERPRISES, INC.10+ years Filed as: PETER L SMITH Service code 17 100 BROADMOOR DRIVE · HUNTINGTON, WV 25705 | Pension Consulting | $22,136 |
JOHN F. DASCOLI, PLLC11+ years Filed as: JOHN DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $10,812 |
FRANK N HESTAND CPA PSC11+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
22 funds of $250K or more; 12 lines in all, holding $145M of the plan's $146M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $39.9M | 27.6% |
| Guaranteed Deposit Contract-At Contract Value Sagic Core Bond Manager not matched · Insurance contract | $28.3M | 19.6% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $27.6M | 19.1% |
| Ibew-Neca Equity Index Fund Manager not matched · Collective trust Index | $14.9M | 10.3% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $12.8M | 8.8% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $6.0M | 4.1% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund | $4.8M | 3.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.1M | 2.9% |
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 1 vintage | $2.9M | 2.0% |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.