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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $269,944 |
PRIME PENSIONS, INC.7 years Service code 13 25B VREELAND ROAD SUITE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $94,740 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,132 |
J TAYLOR & ASSOCIATES LLC7 years Service code 10 4800 OVERTON PLAZA STE 360 · FORTH WORTH, TX 76109 | Accounting | $40,003 |
24 funds of $250K or more; 22 lines in all, holding $107M of the plan's $110M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund | $32.1M | 30.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $15.6M | 14.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.9M | 7.4% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $6.6M | 6.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $6.1M | 5.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.6M | 5.2% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $4.8M | 4.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.3M | 4.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 3.9% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $3.9M | 3.7% |
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.