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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,994 |
FOREST CAPITAL MANAGEMENT LLC1+ years Service code 27 580 N BANK LN STE 101 · LAKE FOREST, IL 600455303 | Advisory (Plan) | $9,249 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,163 |
5 funds of $250K or more; 15 lines in all, holding $4.5M of the plan's $4.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 9 vintages | $3.5M | 77.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $252K | 5.5% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $164K | 3.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $120K | 2.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $106K | 2.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $73K | 1.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $64K | 1.4% |
| PIMCO RAE US Small Fund Institutional Class PIMCO (Allianz) · Mutual fund | $64K | 1.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $50K | 1.1% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $39K | 0.8% |
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.
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.