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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON INVESTMENT USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $127,606 |
PRINCIPAL CUSTODY SOLUTIONS1+ years Service code 21 · EIN 42-1466678 | Bank Trustee | $32,170 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 06-1050034 | Recordkeeping | $7,829 |
1 fund of $250K or more; 2 lines in all, holding $1.6M of the plan's $1.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal/Blackrock Short-Term Investment Fund BlackRock · Mutual fund | $1.6M | 100.0% |
| Acadian Emerging Markets Portfolio I Class Shares BrightSphere (Acadian) · Mutual fund | $134 | <0.1% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Mitzi Silverstein Aon Consulting,inc. Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.