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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,534 |
DEFINITI LLC3 years Service code 13 535 KEISLER DR. · CARY, NC 27518 | Contract Administrator | $5,981 |
1 fund of $250K or more; 4 lines in all, holding $2.0M of the plan's $2.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $1.8M | 94.0% |
| The Hartford Dividend And Growth Fund Hartford Funds · Mutual fund | $62K | 3.2% |
| MFS Mefs Mid Cap Value Fund Class R6 MFS (Sun Life) · Mutual fund | $34K | 1.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $21K | 1.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.