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| Provider | Service type | Compensation |
|---|---|---|
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 | $56,177 |
Filed as: PENSIONMARK SECURITIES LLC Service code 55 24 E COTA ST · SANTA BARBARA, CA 93101 | Other Commissions | $26,212 |
Filed as: WORLD INVESTMENTS INC DBA WORLD ADV Service code 55 437 NEWMAN SPRINGS RD · LINCROFT, NJ 07738 | Other Commissions | $2,824 |
Service code 55 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Commissions | $2,505 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $455 |
13 funds of $250K or more; 27 lines in all, holding $33.7M of the plan's $33.9M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $14.7M | 43.8% |
| Empower Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $4.4M | 13.2% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · Mutual fund Index | $3.0M | 9.0% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $2.4M | 7.2% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.0M | 6.0% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $1.2M | 3.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.3% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $1.1M | 3.3% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $702K | 2.1% |
| Vanguard Interm-Term Bond Index Fnd Vanguard · Mutual fund Index | $650K | 1.9% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.