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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,273 |
LINSCO/PRIVATE LEDGER CORP8 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $36,382 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,691 |
12 funds of $250K or more; 15 lines in all, holding $11.2M of the plan's $11.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 11 vintages | $8.5M | 75.8% |
| NT S&P 500 Index Fund Northern Trust · Collective trust Index | $1.0M | 9.4% |
| Northern Collective All Country World Ex-US Index Fund Tier 4 Northern Trust · Collective trust Index | $379K | 3.4% |
| NT Collective Russell Northern Trust · Collective trust | $261K | 2.3% |
| Northern Trust S&P 400 Index Fund Northern Trust · Collective trust Index | $245K | 2.2% |
| NT Aggregate Bond Index Fund Northern Trust · Collective trust Index | $151K | 1.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $130K | 1.2% |
| Northern Trust Russell 2000 Index Tier 4 Northern Trust · Collective trust Index | $124K | 1.1% |
| Real Asset Fund Class C Manager not matched · Mutual fund Possible retail class C | $96K | 0.9% |
| Mass Mutual Mid Cap Growth I MassMutual · Other | $79K | 0.7% |
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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.