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| Provider | Service type | Compensation |
|---|---|---|
Filed as: USI SECURITIES INC Service code 55 | Other Commissions | $16,100 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,523 |
Filed as: USI CONSULTING GROUP INC Service code 13 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $6,330 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $237 |
1 fund of $250K or more; 54 lines in all, holding $2.2M of the plan's $2.4M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Forfeiture account Manager not matched · Other | $594K | 26.6% |
| Ishares Iboxx USD BlackRock · ETF Index | $116K | 5.2% |
| iShares Preferred and Income Securities ETF BlackRock · ETF Index | $100K | 4.5% |
| Target Date 2050 Manager not matched · Mutual fund | $91K | 4.1% |
| Vaneck Vectors BDC Manager not matched · Other | $84K | 3.8% |
| SPDR Bloomberg Barclay State Street (SSgA) · ETF Index | $81K | 3.6% |
| Target Date 2045 Manager not matched · Mutual fund | $75K | 3.4% |
| Target Date 2055 Manager not matched · Mutual fund | $68K | 3.0% |
| Blackrock Institutional Trust Company BlackRock · Collective trust | $65K | 2.9% |
| Target Date 2060 Manager not matched · Mutual fund | $56K | 2.5% |
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.
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.