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| Provider | Service type | Compensation |
|---|---|---|
COURY FIRM ASSET MANAGEMENT2 years Filed as: COURY FIRM ASSET MANAGEMENT, LLC Service code 27 260 FORBES AVE., SUITE 1600 · PITTSBURGH, PA 15222 | Advisory (Plan) | $26,829 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,170 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF, INC. Service code 13 400 HOLIDAY DRIVE, SUITE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $14,945 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $100 |
10 funds of $250K or more; 18 lines in all, holding $9.3M of the plan's $9.4M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 16.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.5M | 16.0% |
| contract: Mass Sagic Diversified Bond II MassMutual · Insurance contract | $1.2M | 12.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $991K | 10.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $892K | 9.6% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $714K | 7.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $539K | 5.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $409K | 4.4% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $304K | 3.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $297K | 3.2% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.