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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,882 |
CREATIVE PLANNING LLC1+ years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $50,000 |
CHERRY BEKAERT LLP1+ years Service code 10 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 234623032 | Accounting | $14,700 |
18 funds of $250K or more; 20 lines in all, holding $33.1M of the plan's $37.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Putnam Retirement Advantage, collective trust, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Retirement Advantage Franklin Templeton · Collective trust Target-date, 8 vintages | $13.0M | 39.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $3.2M | 9.6% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $2.8M | 8.3% |
| Par, or Maturity Value Value Collective Trust Funds: Great Manager not matched · Collective trust | $2.6M | 7.9% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $2.5M | 7.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 6.3% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $1.5M | 4.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 3.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.0M | 3.1% |
| JPMorgan Government Bond Fund JPMorgan · Mutual fund | $630K | 1.9% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.