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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 80-0067281 5060 CALIFORNIA AVE STE 600 · BAKERSFIELD, CA 93309 | Advisory (Plan) | $27,644 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,545 |
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP LLC Service code 13 · EIN 42-1468222 5625 MILLS CIVIC PKWY #101 · W DES MOINES, IA 50266 | Contract Administrator | $11,779 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $1,661 |
2 funds of $250K or more; 29 lines in all, holding $5.9M of the plan's $6.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $3.7M | 63.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $317K | 5.4% |
| Empower T. Rowe Price Mid Cap Growth Fund Institutional Class T. Rowe Price · Mutual fund | $188K | 3.2% |
| Goldman Sachs International Equity Income Fund Class R6 Goldman Sachs · Mutual fund | $185K | 3.2% |
| Federated Hermes MDT Small Cap Growth Fund Class R6 Shares Federated Hermes · Mutual fund | $166K | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $155K | 2.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $153K | 2.6% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $146K | 2.5% |
| Vanguard Consumer Staples Index Fund Admiral Shares Vanguard · Mutual fund Index | $97K | 1.7% |
| T. Rowe Price International Discovery Fund-I Class T. Rowe Price · Mutual fund | $94K | 1.6% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.