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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,603 |
THE FINWAY GROUP1+ years Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY #101 · W DES MOINES, IA 50266 | Contract Administrator | $11,518 |
21 funds of $250K or more; 28 lines in all, holding $40.7M of the plan's $43.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.2M | 20.1% |
| Putnam Retirement ADV 2040 SA Franklin Templeton · Mutual fund | $4.6M | 11.2% |
| Putnam Retirement Adv 2035 SA Franklin Templeton · Mutual fund | $4.5M | 11.0% |
| Putnam Retirement ADV 2045 SA Franklin Templeton · Mutual fund | $3.6M | 8.9% |
| Putnam Retirement Adv 2030 SA Franklin Templeton · Mutual fund | $2.5M | 6.1% |
| Putnam Retirement ADV 2050 SA Franklin Templeton · Mutual fund | $2.1M | 5.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 4.6% |
| Putnam Retirement ADV 2055 SA Franklin Templeton · Mutual fund | $1.4M | 3.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 3.4% |
| Putnam Retirement ADV 2060 SA Franklin Templeton · Mutual fund | $1.4M | 3.4% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.