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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $125,683 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,826 |
12 funds of $250K or more; 24 lines in all, holding $12.1M of the plan's $12.1M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vffvx Manager not matched · Other | $2.2M | 18.2% |
| Vttsx Manager not matched · Other | $2.0M | 16.2% |
| Fxaix Manager not matched · Other | $1.3M | 10.8% |
| Vfifx Manager not matched · Other | $937K | 7.7% |
| Vlxvx Manager not matched · Other | $795K | 6.6% |
| Vtivx Manager not matched · Other | $782K | 6.4% |
| Vforx Manager not matched · Other | $668K | 5.5% |
| Vtiax Manager not matched · Other | $574K | 4.7% |
| Vthrx Manager not matched · Other | $415K | 3.4% |
| Vtthx Manager not matched · Other | $360K | 3.0% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.