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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS FIN NE Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $41,897 |
RETIREMENT SOLUTIONS SPECIALISTS1+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $9,257 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,174 |
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 | $0 |
14 funds of $250K or more; 15 lines in all, holding $12.2M of the plan's $12.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, other, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Separate account Target-date, 10 vintages | $7.8M | 64.0% |
| MM S&P 500 Index Fund Class R3 MassMutual · Money market Index | $1.2M | 10.1% |
| Eupac Fund Class R-1 Capital Group · Separate account | $586K | 4.8% |
| General Account Manager not matched · Insurance contract | $535K | 4.4% |
| Bnym Mellon Nsl Agg Bond Index FD BNY · Separate account Index | $406K | 3.3% |
| Franklin Growth R Franklin Templeton · Separate account | $347K | 2.8% |
| Blackrock Total Return R BlackRock · Separate account | $229K | 1.9% |
| American Century Inflation Adjs Bond R American Century · Separate account | $222K | 1.8% |
| MFS International Intrinsic Equity Fund R2 MFS (Sun Life) · Separate account | $207K | 1.7% |
| Invesco Diversified Dividend Fund Class R Invesco · Separate account | $202K | 1.7% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.