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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC5 years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NV 10087 | Advisory (Plan) | $144,858 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST LLC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $74,087 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CT 80111 | Investment Management | $47,181 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,250 |
ERP RETIREMENT SERVICES3 years Filed as: ERP NATIONAL LLC Service code 13 135 PINELAWN ROAD SUITE 240 N · MELVILLE, NY 11747 | Contract Administrator | $2,289 |
25 funds of $250K or more; 20 lines in all, holding $78.3M of the plan's $80.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $45.3M | 57.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $6.3M | 8.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.6M | 5.8% |
| New Perspective Fund Capital Group · Mutual fund | $3.7M | 4.7% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $2.8M | 3.6% |
| New World Fund Inc Capital Group · Mutual fund | $2.5M | 3.2% |
| MFS Core Equity Fund MFS (Sun Life) · Mutual fund | $2.1M | 2.7% |
| iShares U.S. Aggregate Bond Index Fund BlackRock · ETF Index | $1.7M | 2.2% |
| Fidelity Total Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 2.1% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $1.3M | 1.7% |
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 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.