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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC11+ years Filed as: SAGE VIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $50,222 |
RETIREMENT, LLC1 year Filed as: THE RETIREMENT COMPANY INC Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $16,282 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $9,196 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $5,270 |
18 funds of $250K or more; 16 lines in all, holding $21.9M of the plan's $22.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $9.9M | 45.4% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market | $2.4M | 11.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 8.9% |
| Goldman Sachs Large Cap Growth Insights Fund Institutional Goldman Sachs · Mutual fund | $1.4M | 6.3% |
| Invesco Core Bond Fund Class R6 Invesco · Mutual fund | $1.1M | 5.0% |
| Schwab International Index Fund Charles Schwab · Mutual fund Index | $980K | 4.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $721K | 3.3% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $636K | 2.9% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $633K | 2.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $456K | 2.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Government Money Market Fund Class K6 | $2.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.