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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,229 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $17,504 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,314 |
5 funds of $250K or more; 28 lines in all, holding $3.9M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrock Equity Index Fund Class 1 BlackRock · Collective trust Index | $807K | 20.5% |
| Blackrock EAFE Equity Index Fee CL R BlackRock · Collective trust Index | $356K | 9.1% |
| MyWayRetirement Index 2045 R Manager not matched · Collective trust Index | $355K | 9.0% |
| MyWayRetirement Index 2050 R Manager not matched · Collective trust Index | $343K | 8.7% |
| Blackrock Mid Cap Equity Index Fund Cl I BlackRock · Collective trust Index | $254K | 6.5% |
| MyWayRetirement Index 2035 R Manager not matched · Collective trust Index | $229K | 5.8% |
| MyWayRetirement Index 2030 R Manager not matched · Collective trust Index | $183K | 4.7% |
| MyWayRetirement Index 2040 R Manager not matched · Collective trust Index | $144K | 3.7% |
| Blackrock Russell 2000 Index Fund R BlackRock · Collective trust Index | $133K | 3.4% |
| MyWayRetirement Emerging Markets Fd Cl R Manager not matched · Collective trust | $132K | 3.4% |
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.