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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP Service code 13 · EIN 95-3514215 | Contract Administrator | $3,637 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
7 funds of $250K or more; 22 lines in all, holding $4.5M of the plan's $4.7M. From the 2025 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust American Funds 2030 I Capital Group · Collective trust | $737K | 16.2% |
| Great Gray Trust American Funds 2060 I Capital Group · Collective trust | $683K | 15.0% |
| Great Gray Trust American Funds 2045 I Capital Group · Collective trust | $657K | 14.4% |
| Great Gray Trust American Funds 2040 I Capital Group · Collective trust | $563K | 12.4% |
| Great Gray Trust American Funds 2055 I Capital Group · Collective trust | $537K | 11.8% |
| Great Gray Trust American Funds 2050 I Capital Group · Collective trust | $510K | 11.2% |
| Great Gray Trust American Funds 2035 I Capital Group · Collective trust | $330K | 7.3% |
| Great Gray Trust American Funds 2025 I Capital Group · Collective trust | $180K | 4.0% |
| Great Gray Trust American Funds 2065 I Capital Group · Collective trust | $177K | 3.9% |
| Great Gray Trust American Funds 2020 I Capital Group · Collective trust | $80K | 1.8% |
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.
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.
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.