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| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN ADVISORS, LLC2+ years Service code 27 1206 POINTE CENTER DRIVE · CHATTANOOGA, TN 37421 | Advisory (Plan) | $93,525 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,111 |
ASCENSUS LLC2+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 | Contract Administrator | $10,000 |
ASCENSUS LLC2+ years Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN BY Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,525 |
26 funds of $250K or more; 29 lines in all, holding $33.2M of the plan's $33.4M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $14.2M | 42.7% |
| Vanguard - Ivtsax Total Stock Mkt Index Adm Vanguard · Mutual fund Index | $3.1M | 9.3% |
| Vanguard - Ivigax Growth Index Adm Vanguard · Mutual fund Index | $2.1M | 6.4% |
| Vanguard - Ivasgx Lifestrategy Growth Inv Vanguard · Mutual fund | $1.4M | 4.2% |
| Vanguard - Ivmgmx Mid-Cap Growth Index Admiral Vanguard · Mutual fund Index | $1.4M | 4.1% |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 4.0% |
| Vanguard - Ivtiax Total Intl Stock Index Admiral Vanguard · Mutual fund Index | $1.2M | 3.5% |
| Vanguard - Ivmvax Mid-Cap Value Index Admiral Vanguard · Mutual fund Index | $1.1M | 3.4% |
| Vanguard - Ivhyax High Dividend Yield Index Adm Vanguard · Mutual fund Index | $837K | 2.5% |
| Vanguard - Ivsmgx Lifestrategy Moderate Growth Vanguard · Mutual fund | $800K | 2.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.