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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $65,422 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 1920 MAIN STREET STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $40,731 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS - KRAVITZ Service code 13 | Contract Administrator | $10,000 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $0 |
21 funds of $250K or more; 25 lines in all, holding $35.9M of the plan's $37.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $19.4M | 54.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.6M | 15.6% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $1.5M | 4.3% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $1.4M | 4.0% |
| Columbia Overseas Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.2M | 3.3% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $1.1M | 3.2% |
| Individually Directed Accounts Manager not matched · Other | $1.1M | 2.9% |
| Vanguard Short-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $738K | 2.1% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $691K | 1.9% |
| Vanguard Small-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $502K | 1.4% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard International Value Fund Investor Shares to Columbia Overseas Value Fund | $892K to $1.2M |
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.
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.