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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 27 | Advisory (Plan) | $26,728 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $21,898 |
Filed as: MARTIN, MARTIN, RANDALL Service code 13 | Contract Administrator | $0 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC Service code 13 | Contract Administrator | $0 |
8 funds of $250K or more; 20 lines in all, holding $11.2M of the plan's $11.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $5.3M | 47.8% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $2.2M | 19.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $772K | 6.9% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $519K | 4.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $331K | 3.0% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $301K | 2.7% |
| American Funds Global Balanced Fund Class R-6 Capital Group · Mutual fund | $232K | 2.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $203K | 1.8% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $202K | 1.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $199K | 1.8% |
Covers 60,908 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.
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.
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.