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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROCYON PARTNERS LLC DBA PROCYON IN Service code 27 1 CORPORATE DR STE 225 · SHELTON, CT 06484 | Advisory (Plan) | $17,755 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,590 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,996 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON LLC Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $3,500 |
8 funds of $250K or more; 22 lines in all, holding $6.7M of the plan's $7.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Trfjx Manager not matched · Other | $1.3M | 18.8% |
| Fspgx Manager not matched · Other | $1.0M | 15.6% |
| Trikx Manager not matched · Other | $773K | 11.5% |
| Mvckx Manager not matched · Other | $523K | 7.8% |
| Trehx Manager not matched · Other | $522K | 7.8% |
| Fxaix Manager not matched · Other | $519K | 7.7% |
| Trjmx Manager not matched · Other | $325K | 4.8% |
| Meikx Manager not matched · Other | $312K | 4.6% |
| Trhdx Manager not matched · Other | $243K | 3.6% |
| Trfhx Manager not matched · Other | $234K | 3.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
The auditor signed off without reservation. This is the cleanest opinion.