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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENTEC PENSION MANAGEMENT GROUP Service code 13 | Contract Administrator | $1,545 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,250 |
Service code 13 · EIN 75-2776689 | Contract Administrator | $0 |
6 funds of $250K or more; 15 lines in all, holding $4.2M of the plan's $4.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $1.8M | 41.6% |
| Massmutual Stable Value Gia MassMutual · Insurance contract | $657K | 15.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $571K | 13.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $290K | 6.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $174K | 4.1% |
| Fair Value DFA US Tar DFA US Targeted Value Portfolio Dimensional · Mutual fund | $159K | 3.8% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $155K | 3.7% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $121K | 2.9% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $84K | 2.0% |
| Victory Sycamore Established Value Fund Class I Victory Capital · Mutual fund | $78K | 1.8% |
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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.