Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,888 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,480 |
7 funds of $250K or more; 18 lines in all, holding $5.4M of the plan's $5.7M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 8 vintages | $1.5M | 28.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 20.9% |
| Empower Key Guaranteed Portfolio Fund Fixed annuities Empower · Insurance contract Recordkeeper's own fund | $560K | 10.4% |
| Champlain MID CAP Fund Institutional Shares Champlain · Mutual fund | $526K | 9.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $435K | 8.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $279K | 5.2% |
| Metropolitan West Total Return Bond 1 TCW · Mutual fund | $246K | 4.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $136K | 2.5% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $126K | 2.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $89K | 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.