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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,237 |
MAXUS PLAN SOLUTIONS4 years Filed as: MAXUS PLAN SOLUTIONS INC Service code 13 · EIN 45-4012897 15720 BRIXHAM HILL AVE · CHARLOTTE, NC 28277 | Contract Administrator | $12,412 |
Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD · PENNINGTON, NJ 08534 | Advisory (Plan) | $9,403 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $355 |
1 fund of $250K or more; 29 lines in all, holding $2.1M of the plan's $2.1M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray IndexSelect Moderate 2035 Fund CL I Manager not matched · Mutual fund | $851K | 41.2% |
| Great Gray IndexSelect Moderate 2055 Fund CL I Manager not matched · Mutual fund | $237K | 11.5% |
| Great Gray IndexSelect Moderate 2045 Fund CL I Manager not matched · Mutual fund | $176K | 8.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $171K | 8.3% |
| MassMutual Blue Chip Growth Fund Class I MassMutual · Mutual fund | $151K | 7.3% |
| Fully-benefit responsive investment contracts, at contract value: MassMutual MassMutual · Insurance contract | $56K | 2.7% |
| Dimensional Fund Advisors DFA Real Estate Securities I Dimensional · Mutual fund | $52K | 2.5% |
| Nomura Large Cap Growth Fund Class R6 Macquarie / Nomura · Mutual fund | $51K | 2.5% |
| Great Gray Indexselect Moderate Retire Fund CL I Manager not matched · Mutual fund | $49K | 2.4% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $34K | 1.6% |
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.