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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 | $48,278 |
STONES RIVER CONSULTING5 years Filed as: STONES RIVER CONSULTING INC Service code 13 2441 Q OLD FORT PKWY STE 407 · MURFREESBORO, TN 37128 | Contract Administrator | $3,683 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $86 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $0 |
10 funds of $250K or more; 13 lines in all, holding $11.8M of the plan's $12.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, other, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Insurance contract Target-date, 11 vintages | $9.6M | 81.2% |
| NT Col S&P 500 Index Fd DC NL 4 Northern Trust · Insurance contract Index | $1.4M | 11.7% |
| NT Agg Bond Index Fund NL T4 Northern Trust · Insurance contract Index | $183K | 1.6% |
| NT ACWI ex US IMI Fd DC NL Tier 4 Northern Trust · Insurance contract | $137K | 1.2% |
| Empower Annuity Ins. Co. of America Drive Income Fund Empower · Insurance contract Recordkeeper's own fund | $134K | 1.1% |
| Empower Annuity Ins. Co. of America Fidelity Total Bond K6 Fidelity (FMR) · Insurance contract | $133K | 1.1% |
| NT Col R Northern Trust · Insurance contract | $63K | 0.5% |
| NT Col R2000 Index Fd DC NL 4 Northern Trust · Insurance contract Index | $58K | 0.5% |
| NT Col S&P 400 Index Fd DC NL 4 Northern Trust · Insurance contract Index | $51K | 0.4% |
| Ssga Real Asset Fund Class C State Street (SSgA) · Insurance contract | $32K | 0.3% |
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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.