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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $89,243 |
DEFINITI LLC6 years Service code 13 3 HOLLAND STREET · ERIE, PA 16507 | Contract Administrator | $17,924 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,355 |
Service code 55 880 CARILON PARKWAY · ST. PETERSBERG, FL 33716 | Other Commissions | $3,395 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
2 funds hold $10.6M of the plan's $12.4M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Assets Investments at fair value: Mutual funds of registered investment companies Manager not matched · Mutual fund | $9.5M | 89.4% |
| Common Collective Trust Manager not matched · Collective trust | $1.1M | 10.6% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.