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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,580 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $5,327 |
STRINGER RESOURCE GROUP6 years Service code 13 PO BOX 2078 · GREER, SC 29652 | Contract Administrator | $676 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $238 |
22 funds hold $947K of the plan's $967K. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1MX25A1 Manager not matched · Other | $188K | 19.9% |
| 1MX15A1 Manager not matched · Other | $163K | 17.2% |
| PIMCO Income Fund Class A PIMCO (Allianz) · Mutual fund | $127K | 13.4% |
| 1KGPF Manager not matched · Other | $88K | 9.3% |
| 1MXSBL1 Manager not matched · Other | $74K | 7.9% |
| 1MX45A1 Manager not matched · Other | $49K | 5.2% |
| Blackrock Health Sciences Opportunities Portfolio Investor A BlackRock · Mutual fund | $41K | 4.3% |
| 1MX35A1 Manager not matched · Other | $38K | 4.0% |
| T. Rowe Price Global Real Estate Fund, Inc. T. Rowe Price Global Real Estate Fund-Advisor Class T. Rowe Price · Mutual fund | $29K | 3.0% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-Advisor Class T. Rowe Price · Mutual fund | $25K | 2.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.