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| Provider | Service type | Compensation |
|---|---|---|
CBIZ INVESTMENT ADVISORY SERVICES11+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $6,962 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,422 |
19 funds of $250K or more; 18 lines in all, holding $12.8M of the plan's $13.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 5 vintages | $2.9M | 22.3% |
| Life Insurance Co. of the Southwest Manager not matched · Insurance contract | $1.4M | 11.0% |
| Pgim Jennison Mid-Cap Growth R Prudential (PGIM) · Other | $1.0M | 7.9% |
| BlackRock S&P 500 Index V.I.III BlackRock · Mutual fund Index | $881K | 6.9% |
| Fixed Fund Manager not matched · Insurance contract | $828K | 6.5% |
| Franklin Growth R Franklin Templeton · Mutual fund | $817K | 6.4% |
| Delaware Ivy Science and Technology R Macquarie / Nomura · Other | $801K | 6.3% |
| Virtus Ceredex Large-Cap Value Equity A Virtus · Other | $798K | 6.2% |
| Blackrock Lifepath DYN Retirement INV A BlackRock · Mutual fund | $749K | 5.9% |
| BlackRock LifePath BlackRock · Separate account Target-date, 1 vintage | $504K | 3.9% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.