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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $300,468 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $138,462 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $96,180 |
Filed as: CBIZ OPERATIONS INC DBA CBIZ MHM LL Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $23,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,500 |
36 funds of $250K or more; 26 lines in all, holding $230M of the plan's $233M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 11 vintages | $72.8M | 31.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $24.9M | 10.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $19.1M | 8.3% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $15.2M | 6.6% |
| MFS Massachusetts Inv GR Stk R6 MFS (Sun Life) · Mutual fund | $13.5M | 5.9% |
| Empower Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $9.5M | 4.1% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $9.5M | 4.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $7.1M | 3.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $6.0M | 2.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $5.6M | 2.4% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.