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| Provider | Service type | Compensation |
|---|---|---|
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 | $36,671 |
THE AIMPOINT GROUP2 years Filed as: THE AIMPOINT GROUP LLC Service code 13 PO BOX 1586 · POMPANO BEACH, FL 33061 | Contract Administrator | $35,431 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $34,472 |
SORREN CPAS, P.C.1 year Filed as: SORREN CPAS PC Service code 10 1120 S RACKHAM WY STE 100 · MERIDAN, ID 83642 | Accounting | $20,000 |
17 funds of $250K or more; 22 lines in all, holding $17.1M of the plan's $17.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 12 vintages | $5.5M | 32.4% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund | $2.6M | 15.5% |
| MM S&P 500 Index Fund Class I MassMutual · Money market Index | $1.6M | 9.3% |
| FidelityBlue Chip Growth Fund Inv Fidelity (FMR) · Mutual fund | $1.6M | 9.1% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $1.2M | 6.9% |
| MassMutual Guaranteed Interest Account MassMutual · Insurance contract | $964K | 5.6% |
| MassMutual Mid Cap Growth Fund Class I MassMutual · Mutual fund | $686K | 4.0% |
| JPMorgan International Equity Fund Class R6 JPMorgan · Mutual fund | $654K | 3.8% |
| Franklin Small Cap Value Fund Franklin Templeton · Mutual fund | $470K | 2.8% |
| Fidelity Small Cap Value Fund Fidelity Advisor Small Cap Value Fund: Class I Fidelity (FMR) · Mutual fund | $300K | 1.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.