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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,083 |
PENTEC PENSION MANAGEMENT GROUP INC11+ years Filed as: PENTEC PENSION MANAGEMENT Service code 13 | Contract Administrator | $4,488 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,333 |
Service code 13 · EIN 75-2776689 | Contract Administrator | $336 |
9 funds of $250K or more; 25 lines in all, holding $8.9M of the plan's $8.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, other, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fully benefit-responsive investment contracts: Guaranteed investment MassMutual Guaranteed Investment MassMutual · Insurance contract | $2.0M | 22.8% |
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 4 vintages | $1.6M | 17.8% |
| MassMutual Diversified Value Fund Class I MassMutual · Separate account | $943K | 10.6% |
| MassMutual Blue Chip Growth Fund Class I MassMutual · Separate account | $811K | 9.1% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Separate account | $655K | 7.4% |
| MM S&P 500 Index Fund Class I MassMutual · Money market Index | $392K | 4.4% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Separate account | $327K | 3.7% |
| MFS International Intrinsic Value R6 Pooled separate account MFS (Sun Life) · Separate account | $266K | 3.0% |
| MassMutual Mid Cap Growth Fund Class I MassMutual · Separate account | $229K | 2.6% |
| Oakmark Equity and Income Investor Pooled separate account Natixis IM · Separate account | $213K | 2.4% |
Dropped 1 fund, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchAmerican Century One Choice 2030 R6 Pooled separate account to T. Rowe Price Retirement 2040 | $2.5M to $1.6M |
| DroppedMassMutual Equity Opports I | $827K |
| ReplacedHighMassMutual Total Return Bond Fund Class I to John Hancock Bond Fund Class R6 | $520K to $655K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
The auditor signed off without reservation. This is the cleanest opinion.