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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,930 |
17 funds of $250K or more; 15 lines in all, holding $15.4M of the plan's $17.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.2M | 20.9% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $2.3M | 15.3% |
| T. Rowe Price Blue Chip T. Rowe Price · Mutual fund | $2.1M | 13.8% |
| Income Fund OF America Capital Group · Mutual fund | $2.0M | 12.7% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.2M | 7.6% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $979K | 6.4% |
| Fixed group annuity investment account Empower Annuity Insurance Company of America Empower · Insurance contract Recordkeeper's own fund | $939K | 6.1% |
| Eupac Fund Capital Group · Mutual fund | $748K | 4.9% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $591K | 3.8% |
| Baron Small CAP Fund Institutional Shares Manager not matched · Mutual fund | $402K | 2.6% |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.