Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $25,685 |
DYATECH LLC2 years Filed as: DYATECH Service code 13 · EIN 64-0936231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Contract Administrator | $1,675 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $305 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
8 funds of $250K or more; 23 lines in all, holding $5.8M of the plan's $5.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, other, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Separate account Target-date, 8 vintages | $2.6M | 45.0% |
| Fixed Account MassMutual · Insurance contract | $2.2M | 38.9% |
| MM S&P 500 Index Fund Class R3 MassMutual · Money market Index | $358K | 6.2% |
| participants' vested account balances, maturing on various dates through November 2030 Manager not matched · Other | $146K | 2.5% |
| JPMorgan U.S. Equity Fund Class R2 JPMorgan · Separate account | $125K | 2.2% |
| Invesco Real Estate Fund Class R Invesco · Separate account | $57K | 1.0% |
| Eupac Fund Class R-1 Capital Group · Separate account | $44K | 0.8% |
| Alger Capital Appreciation Instl R Manager not matched · Separate account | $34K | 0.6% |
| PIMCO Real Return Fund R PIMCO (Allianz) · Separate account | $27K | 0.5% |
| Virtus Ceredex Large-Cap Value Equity Fund Class A Virtus · Separate account | $27K | 0.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.