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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-1233483 | Recordkeeping Fees | $1,078,996 |
Service code 13 · EIN 31-6129964 | Contract Administrator | $140,027 |
MEKETA INVESTMENT GROUP3+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $42,500 |
CIUNI & PANICHI, INC.2 years Service code 10 · EIN 34-1322309 | Accounting | $25,690 |
9 funds of $250K or more; 10 lines in all, holding $33.4M of the plan's $36.3M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 8 vintages | $31.5M | 94.2% |
| BlackRock LifePath Dynamic Retirement Fund Class K BlackRock · Mutual fund | $1.7M | 5.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $156K | 0.5% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $38K | 0.1% |
| Artisan International Value Fund Institutional Shares Artisan Partners · Mutual fund | $15K | <0.1% |
| Causeway International Value Fund - Institutional Class Causeway Capital · Mutual fund | $9K | <0.1% |
| GW&K Small Cap Core Equity CIF Manager not matched · Collective trust | $9K | <0.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $9K | <0.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $7K | <0.1% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $929 | <0.1% |
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.
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.