Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 PO BOX 735399 · DALLAS, TX 753735399 | Investment Management | $44,241 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,553 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL NA Service code 13 PO BOX 6001 · GRAND FORKS, ND 58201 | Contract Administrator | $8,865 |
SAGEPOINT FINANCIAL INC5+ years Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $3,753 |
9 funds of $250K or more; 24 lines in all, holding $10.2M of the plan's $10.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Century One Choice, collective trust, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice American Century · Collective trust Target-date, 8 vintages | $6.3M | 61.3% |
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $1.4M | 13.7% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $725K | 7.1% |
| AMI Domestic Equity Class I Manager not matched · Collective trust | $616K | 6.0% |
| AMI International Equity Class I Manager not matched · Collective trust | $196K | 1.9% |
| Blackrock Russell 2000 Index Fund R BlackRock · Collective trust Index | $155K | 1.5% |
| Blackrock Mid Cap Equity Index Fund R BlackRock · Collective trust Index | $147K | 1.4% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class T. Rowe Price · Mutual fund | $110K | 1.1% |
| AMI Core Fixed Income Class I Manager not matched · Collective trust | $104K | 1.0% |
| Blackrock EAFE Equity Index Fee CL R BlackRock · Collective trust Index | $91K | 0.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.