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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,520 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $3,942 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $364 |
WATKINS ROSS1+ years Filed as: WATKINS, ROSS & CO. Service code 13 200 OTTAWA AVE · GRAND RAPIDS, MI 495032426 | Contract Administrator | $216 |
EXECUTIVE RETIREMENT PLANS, LLC1+ years Filed as: EXECUTIVE RETIREMENT PLANS DBA ERP Service code 13 2100 EAST BELTLINE AVENUE NE · GRAND RAPIDS, MI 49505 | Contract Administrator | $125 |
18 funds hold $1.1M of the plan's $1.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $708K | 65.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $72K | 6.6% |
| BlackRock EAFE Equity Index Fund BlackRock · Mutual fund Index | $54K | 5.0% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund Possible retail class A | $37K | 3.4% |
| BlackRock US Debt Index Fund BlackRock · Mutual fund Index | $28K | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $26K | 2.4% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $24K | 2.2% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $20K | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $18K | 1.7% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund | $18K | 1.6% |
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.
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.
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.