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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,979 |
SYNOVUS TRUST COMPANY4 years Filed as: SYNOVUS TRUST COMPANY N.A. Service code 99 1111 BAY AVE FL 4 STE 402 · COLUMBUS, GA 31901 | Other Fees | $22,864 |
8 funds of $250K or more; 15 lines in all, holding $8.1M of the plan's $8.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $1.9M | 23.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.4M | 17.0% |
| T. Rowe Price US Lg Cap Growth Eqty (I T. Rowe Price · Insurance contract | $1.0M | 12.5% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $923K | 11.4% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $717K | 8.9% |
| Empower Dryden S&P 500 Index (SP) Empower · Insurance contract IndexRecordkeeper's own fund | $604K | 7.5% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price Mid-Cap Value Fund-I Class T. Rowe Price · Mutual fund | $537K | 6.6% |
| Eagle Mid Cap Growth (SP) Raymond James · Insurance contract | $343K | 4.2% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $226K | 2.8% |
| SmallCap Growth Fund I R-6 Principal · Mutual fund | $143K | 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.
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.