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| Provider | Service type | Compensation |
|---|---|---|
WORLD INVESTMENT ADVISORS LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $5,253 |
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 | $950 |
11 funds of $250K or more; 23 lines in all, holding $13.0M of the plan's $13.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Tlhix Manager not matched · Other | $2.4M | 18.5% |
| Tlyix Manager not matched · Other | $2.4M | 18.4% |
| Fxaix Manager not matched · Other | $2.3M | 17.5% |
| Tllix Manager not matched · Other | $1.0M | 8.0% |
| Tlqix Manager not matched · Other | $763K | 5.9% |
| Tlxix Manager not matched · Other | $761K | 5.8% |
| 1SSIXIF Manager not matched · Other | $381K | 2.9% |
| Tlzix Manager not matched · Other | $356K | 2.7% |
| Fssnx Manager not matched · Other | $329K | 2.5% |
| Fsmdx Manager not matched · Other | $282K | 2.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.