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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,349 |
SUEMORI & INOUYE, INC.7 years Filed as: SUEMORI & INOUYE, INC. DBA SI GROUP Service code 13 | Contract Administrator | $7,430 |
ALPHAPOINT, INC.6 years Filed as: ALPHAPOINT INC Service code 27 2101 E COAST HWY STE 120 · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $5,000 |
SUEMORI & INOUYE, INC.7 years Filed as: SUEMORI & INOUYE, INC.DBA SI GROUP Service code 13 1299 S BERETANIA ST, SUITE 315 · HONOLULU, HI 96814 | Contract Administrator | $0 |
10 funds of $250K or more; 17 lines in all, holding $7.6M of the plan's $8.0M. From the 2025 filing. Recordkeeper: Suemori & Inouye.
Target-date series: American Funds Target Date, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Balanced Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $2.1M | 27.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $1.3M | 17.0% |
| Franklin Dynatech Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $936K | 12.3% |
| Amer Funds Conserv G/I Portfolio R3 Capital Group · Mutual fund Possible retail class R3 | $561K | 7.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $503K | 6.6% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $366K | 4.8% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $365K | 4.8% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $355K | 4.7% |
| 1KGPF - Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $342K | 4.5% |
| NEW World Fund INC Class R-3 Capital Group · Mutual fund | $178K | 2.3% |
Added 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| AddedAmerican Balanced Fund Class R-3 | $2.1M |
| Target-date switchT. Rowe Price Retirement 2065 Fund to American Funds 2055 Target Date Retirement Fund Class R-4 | $3K to $1.3M |
| AddedAmer Funds Conserv G/I Portfolio R3 | $561K |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.