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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $24,234 |
EMPOWER ADVISORY GROUP, LLC2+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,191 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES Service code 99 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Other Fees | $0 |
3 funds hold $9.9M of the plan's $10.2M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Collective Investment Trusts Manager not matched · Collective trust | $8.3M | 83.9% |
| Investments Registered investment companies Manager not matched · Other | $807K | 8.2% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $780K | 7.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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 signed off without reservation. This is the cleanest opinion.