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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC5 years Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,710 |
Service code 13 · EIN 11-2859146 GARDEN CITY CENTER · GARDEN CITY, NY 11530 | Contract Administrator | $28,463 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,601 |
Filed as: ROBIN S WEINGAST & ASSOCIATES, INC. Service code 13 | Contract Administrator | $5,613 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $2,806 |
9 funds of $250K or more; 24 lines in all, holding $6.9M of the plan's $7.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $3.2M | 45.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $765K | 11.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $751K | 10.9% |
| Total Guaranteed Interest Contracts Manager not matched · Insurance contract | $630K | 9.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $393K | 5.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $266K | 3.9% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $194K | 2.8% |
| Mutual of America Interest Accumulation Account Mutual of America · Insurance contract | $167K | 2.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $120K | 1.7% |
| Fidelity International Sustainability Index Fund Fidelity (FMR) · Mutual fund Index | $113K | 1.6% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.