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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,818 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 55 | Other Commissions | $12,215 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN ADMINISTRATIVE · SAN DIEGO, CA 92101 | Contract Administrator | $4,910 |
Service code 99 6300 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $4,139 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,798 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
11 funds of $250K or more; 26 lines in all, holding $8.7M of the plan's $8.9M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 15.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $999K | 11.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $814K | 9.3% |
| Large CAP Growth / JP Morgan Invst Mgmt JPMorgan · Other | $657K | 7.5% |
| Columbia Dividend Value (IS Platform) Ameriprise (Columbia Threadneedle) · Mutual fund | $624K | 7.2% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $542K | 6.2% |
| IndexSelect Moderate Retire Fund CL I Manager not matched · Collective trust | $420K | 4.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $402K | 4.6% |
| Putnam Small Cap Growth CL R Franklin Templeton · Collective trust | $380K | 4.4% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $317K | 3.6% |
Covers 60,908 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.