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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $28,120 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,893 |
THE BENEFIT PRACTICE7 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $21,592 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,081 |
13 funds of $250K or more; 21 lines in all, holding $10.7M of the plan's $10.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $3.0M | 28.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 13.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 12.2% |
| Empower Guaranteed Interes Empower · Insurance contract Recordkeeper's own fund | $1.0M | 9.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $640K | 6.0% |
| New World Fund Inc Capital Group · Mutual fund | $618K | 5.8% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $458K | 4.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $414K | 3.9% |
| American Funds Inflation Linked Bond Fund Capital Group · Mutual fund | $250K | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $237K | 2.2% |
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.