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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,197 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINGFIELD, MA 01102 | Other Commissions | $17,465 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,601 |
NOVA 401(K) ASSOCIATES4 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $8,236 |
11 funds of $250K or more; 34 lines in all, holding $7.4M of the plan's $7.5M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Spectrum Mod Grwth Allc I T. Rowe Price · Mutual fund | $2.2M | 29.3% |
| Indexselect Moderate Retire Fund CL I Manager not matched · Collective trust | $443K | 6.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $431K | 5.8% |
| Blackrock Equity Index Fund Class 1 BlackRock · Collective trust Index | $371K | 5.0% |
| iShares Russell 2000 Small-Cap Index Fund Class K BlackRock · ETF Index | $316K | 4.2% |
| Indexselect Moderate 2035 Fund CL I Manager not matched · Collective trust | $280K | 3.8% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $280K | 3.8% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Collective trust | $276K | 3.7% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $276K | 3.7% |
| Vanguard Utilities Index Fund Admiral Shares Vanguard · Mutual fund Index | $268K | 3.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.