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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,778 |
THE RETIREMENT ADVANTAGE INC3+ years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $13,087 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $6,562 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $1,867 |
7 funds of $250K or more; 19 lines in all, holding $4.2M of the plan's $4.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, collective trust, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 10 vintages | $3.2M | 76.8% |
| December 31, 2024 Investments: RetireGuide Growth Manager not matched · Collective trust | $335K | 8.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $168K | 4.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $97K | 2.3% |
| RetireGuide Growth & Income Manager not matched · Collective trust | $76K | 1.8% |
| Fully benefit-responsive investment contracts: Empower Investments Fixed Account - Series I Empower · Insurance contract Recordkeeper's own fund | $55K | 1.3% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $54K | 1.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $45K | 1.1% |
| iShares Russell 2000 Small-Cap Index Fund Class K BlackRock · ETF Index | $37K | 0.9% |
| RetireGuide Moderate Growth Manager not matched · Collective trust | $17K | 0.4% |
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.
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.