Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC3 years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $15,209 |
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 | $14,086 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,842 |
11 funds of $250K or more; 27 lines in all, holding $6.3M of the plan's $6.5M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1TRP35G Manager not matched · Other | $811K | 12.9% |
| 1TRP40G Manager not matched · Other | $573K | 9.1% |
| Fepix Manager not matched · Other | $482K | 7.7% |
| 1TRP30G Manager not matched · Other | $481K | 7.7% |
| 1PCSV25 Manager not matched · Other | $422K | 6.7% |
| 1TRP25G Manager not matched · Other | $413K | 6.6% |
| Fxaix Manager not matched · Other | $391K | 6.2% |
| Vwenx Manager not matched · Other | $357K | 5.7% |
| Fcntx Manager not matched · Other | $342K | 5.5% |
| Vwiax Manager not matched · Other | $316K | 5.0% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.