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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Service code 27 500 W MADISON ST STE 3260 · CHICAGO, IL 60661 | Advisory (Plan) | $25,647 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
17 funds hold $25.7M of the plan's $26.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $10.2M | 39.6% |
| MassMutual Blue Chip Growth Fund MassMutual · Mutual fund | $4.1M | 15.9% |
| MM S&P 500 Index Fund MassMutual · Money market Index | $3.4M | 13.4% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $2.2M | 8.7% |
| MassMutual Mid Cap Growth Fund MassMutual · Mutual fund | $1.1M | 4.2% |
| MassMutual Diversified Value Fund MassMutual · Mutual fund | $872K | 3.4% |
| MassMutual Small Cap Growth Equity Fund MassMutual · Mutual fund | $851K | 3.3% |
| MML Barings Core Bond Fund MassMutual · Mutual fund | $709K | 2.8% |
| Massmutual MassMutual · Mutual fund | $625K | 2.4% |
| MassMutual Overseas Fund MassMutual · Mutual fund | $441K | 1.7% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMassMutual Equity Opportunities Fund Class R5 | $393K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 7 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.