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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $24,896 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
8 funds of $250K or more; 29 lines in all, holding $11.2M of the plan's $11.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Empower Lifetime, other, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Lifetime Empower · Separate account Target-date, 5 vintagesRecordkeeper's own fund | $6.4M | 56.7% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $1.9M | 16.9% |
| Empower T. Rowe Price Mid Cap Growth Fund Investor Class T. Rowe Price · Separate account | $359K | 3.2% |
| Baron Small Cap Fund Manager not matched · Separate account | $343K | 3.1% |
| American Funds Growth Fund of Amer R3 Capital Group · Separate account | $292K | 2.6% |
| American Funds Capital World G/I R3 Capital Group · Separate account | $234K | 2.1% |
| Davis Ny Venture A Manager not matched · Separate account | $176K | 1.6% |
| Columbia Select Mid Cap Value Fund Class A Ameriprise (Columbia Threadneedle) · Separate account | $168K | 1.5% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-R Class T. Rowe Price · Separate account | $164K | 1.5% |
| Virtus Ceredex Large-Cap Value Equity Fund Class I Virtus · Separate account | $138K | 1.2% |
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.
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.