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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 27 P.O. BOX 9497 · NEW YORK, NC 10087 | Advisory (Plan) | $22,240 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,744 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
16 funds of $250K or more; 15 lines in all, holding $15.5M of the plan's $15.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.5M | 29.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 12.6% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $1.8M | 11.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 7.4% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $1.1M | 7.0% |
| Janus Henderson Global Research I Janus Henderson · Mutual fund | $1.0M | 6.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.0M | 6.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $756K | 4.9% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $477K | 3.1% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z Fidelity (FMR) · Mutual fund | $422K | 2.7% |
Covers 60,908 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.