Filings through .
Filed May 21, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,193 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $9,909 |
12 funds of $250K or more; 14 lines in all, holding $14.6M of the plan's $14.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $12.7M | 87.4% |
| General Account Empower · Insurance contract Recordkeeper's own fund | $525K | 3.6% |
| John Hancock JHancock Bond R6 John Hancock (Manulife) · Mutual fund | $302K | 2.1% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $239K | 1.6% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $207K | 1.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $197K | 1.4% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $132K | 0.9% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $81K | 0.6% |
| New World Fund (R6) Capital Group · Mutual fund | $55K | 0.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $34K | 0.2% |
Covers 60,908 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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.