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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $461,386 |
SAGEVIEW ADVISORY GROUP, LLC11+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $72,223 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,064 |
24 funds of $250K or more; 14 lines in all, holding $89.6M of the plan's $95.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $55.8M | 62.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.0M | 9.0% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund | $5.3M | 5.9% |
| Putnam Large Cap Value Trust IA Franklin Templeton · Collective trust | $3.6M | 4.1% |
| Goldman Sachs Stable Value Fund Goldman Sachs · Insurance contract | $3.6M | 4.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 4.0% |
| Eupac Fund Capital Group · Mutual fund | $2.0M | 2.2% |
| Wilmington Trust MFS Mid Cap Growth Fund MFS (Sun Life) · Collective trust | $1.7M | 1.9% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $1.5M | 1.7% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 1.7% |
Covers 61,314 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.