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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC10+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $52,430 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,312 |
19 funds of $250K or more; 37 lines in all, holding $23.9M of the plan's $24.1M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $14.0M | 58.4% |
| Mass Mutual S&P 500 R Index I MassMutual · Mutual fund Index | $2.4M | 10.0% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $1.2M | 5.1% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $1.1M | 4.6% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $780K | 3.3% |
| JPMorgan Large Cap Growth Fund Class R4 JPMorgan · Mutual fund | $623K | 2.6% |
| Vanguard Totl Bnd Mrkt Indx d Vanguard · Mutual fund Index | $622K | 2.6% |
| Vanguard Totl Intl Stck Indx Fd Vanguard · Mutual fund Index | $512K | 2.1% |
| American Balanced Fund Capital Group · Mutual fund | $499K | 2.1% |
| Baron Growth Fund Manager not matched · Mutual fund | $330K | 1.4% |
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.
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.