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| Provider | Service type | Compensation |
|---|---|---|
BROOKS COOK & ASSOCIATES1 year Service code 10 8300 DUNWOODY PL, STE 100 · ATLANTA, GA 30350 | Accounting | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,979 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $33,587 |
Service code 13 · EIN 20-3855127 PO BOX 9575 · WARNER ROBINS, GA 31095 | Contract Administrator | $11,815 |
4 funds of $250K or more; 6 lines in all, holding $36.4M of the plan's $37.2M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Annuity Insurance Company of America Empower · Insurance contract Recordkeeper's own fund | $29.9M | 81.9% |
| Growth Fund OF America Class R-6 Capital Group · Insurance contract | $4.2M | 11.4% |
| 1Kgpf Empower · Insurance contract Recordkeeper's own fund | $1.4M | 3.8% |
| 1Vaiipx Empower · Insurance contract Recordkeeper's own fund | $1.0M | 2.7% |
| 1KGPF (Forfeitures) Empower · Insurance contract Recordkeeper's own fund | $30K | <0.1% |
| Invesco International Small Company Fund Class R6 Invesco · Insurance contract | $11K | <0.1% |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.