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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 13 95 GLASTONBURY ROAD · GLASTONBURY, CT 06033 | Contract Administrator | $9,109 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,159 |
6 funds of $250K or more; 30 lines in all, holding $3.3M of the plan's $3.4M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| IndexSelect Moderate 2035 Fund CL I Manager not matched · Separate account | $625K | 18.8% |
| IndexSelect Moderate Retire Fund CL I Manager not matched · Separate account | $608K | 18.3% |
| IndexSelect Moderate 2055 Fund Cl I Manager not matched · Separate account | $442K | 13.3% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Separate account | $283K | 8.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $278K | 8.4% |
| General Account Manager not matched · Insurance contract | $266K | 8.0% |
| MassMutual Blue Chip Growth Fund Class I MassMutual · Separate account | $193K | 5.8% |
| IndexSelect Aggressive 2035 Fund CL I Manager not matched · Separate account | $123K | 3.7% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Separate account | $90K | 2.7% |
| Indexselect Conservative 2055 Fund Cl I Manager not matched · Separate account | $60K | 1.8% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.