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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,676 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,907 |
7 funds of $250K or more; 18 lines in all, holding $5.5M of the plan's $5.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $1.9M | 35.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $889K | 16.2% |
| Empower Key Guaranteed Portfolio Fund Fixed Annuities Empower · Insurance contract Recordkeeper's own fund | $647K | 11.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $427K | 7.8% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $289K | 5.3% |
| Harbor International Core Fund Harbor Capital · Mutual fund | $284K | 5.2% |
| Metropolitan West Total Return Bond 1 TCW · Mutual fund | $232K | 4.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $139K | 2.5% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $123K | 2.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $113K | 2.1% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighChamplain MID CAP Fund Institutional Shares to Vanguard Mid-Cap Growth Index Fund Admiral Shares | $526K to $289K |
| AddedHarbor International Core Fund | $284K |
| DroppedEupac Fund Class R-6 | $279K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.