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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $69,767 |
USI INSURANCE SERVICES LLC4 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $36,591 |
PREMIER RETIREMENT PARTNERS7 years Service code 13 8040 EXCELSIOR DRIVE STE 401 · MADISON, WI 537172919 | Contract Administrator | $21,772 |
BAS PARTNERS7 years Service code 10 15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 330271212 | Accounting | $4,000 |
10 funds of $250K or more; 17 lines in all, holding $7.9M of the plan's $8.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.0M | 76.3% |
| JP Morgan Large Cap Growth JPMorgan · Other | $458K | 5.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $430K | 5.4% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $157K | 2.0% |
| Clearbridge International Growth Franklin Templeton · Other | $132K | 1.7% |
| Cohen & Steers Real Estate Securities Fund Cohen & Steers · Mutual fund | $116K | 1.5% |
| Mid Cap Value Fund American Century · Mutual fund | $91K | 1.1% |
| Nomura Mid Cap Growth Manager not matched · Other | $85K | 1.1% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $76K | 1.0% |
| Nationwide Geneva Small Cap Growth Nomura Nationwide · Other | $71K | 0.9% |
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.
Employer 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.