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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,169 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 99 PO BOX 632886 · CINCINNATI, OH 452632886 | Other Fees | $25,205 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,645 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $15,955 |
Filed as: CBIZ BENEFITS & INS SERVICES, INC Service code 99 | Other Fees | $4,337 |
6 funds of $250K or more; 17 lines in all, holding $9.5M of the plan's $9.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.2M | 44.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.3M | 13.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $932K | 9.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $701K | 7.4% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $661K | 7.0% |
| EI Fixed Account - Series Class I Manager not matched · Insurance contract | $312K | 3.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $290K | 3.1% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $179K | 1.9% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $166K | 1.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $164K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.