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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $20,650 |
Service code 13 6975 SW SANDBURG RD STE 320 · TIGARD, OR 97223 | Contract Administrator | $14,624 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,025 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $4,301 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $457 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 13 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $220 |
1 fund of $250K or more; 2 lines in all, holding $5.1M of the plan's $5.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Brought forward Manager not matched · Other | $4.7M | 93.1% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 3 vintages | $349K | 6.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.