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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,367 |
Filed as: ONEASCENT FINANCIAL SERVICES, LLC Service code 27 23 INVERNESS CENTER PKWY · BIRMINGHAM, AL 35242 | Advisory (Plan) | $36,906 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES INC. Service code 13 P.O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $23,205 |
Filed as: LEAFHOUSE FINANCIAL ADIVSORS Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $9,227 |
17 funds of $250K or more; 22 lines in all, holding $19.7M of the plan's $20.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $6.1M | 31.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $4.3M | 21.9% |
| Guaranteed Income Fund Fixed Annuity Manager not matched · Insurance contract | $3.1M | 15.8% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $1.6M | 7.9% |
| ClearBridge International Growth Fund Class IS Franklin Templeton · Mutual fund Possible retail class A | $1.2M | 5.9% |
| ClearBridge Large Cap Growth Fund Class IS Franklin Templeton · Mutual fund Possible retail class A | $1.0M | 5.1% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund Possible retail class A | $616K | 3.1% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund Possible retail class A | $352K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $293K | 1.5% |
| Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund Possible retail class A | $264K | 1.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.