Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $134,179 |
WILLIS TOWERS WATSON US LLC2 years Service code 27 ONE PPG PLACE · PITTSBURGH, PA 15222 | Advisory (Plan) | $63,638 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $33,942 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,453 |
17 funds of $250K or more; 11 lines in all, holding $46.7M of the plan's $49.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, other, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Insurance contract Target-date, 9 vintages | $28.5M | 61.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $7.3M | 15.6% |
| Large Cap Growth / JP Morgan Invst Mgmt JPMorgan · Insurance contract | $3.7M | 7.8% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Insurance contract Index | $1.6M | 3.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Insurance contract Index | $1.3M | 2.8% |
| Ishares Russell Small/Mid-Cap Index BlackRock · Insurance contract Index | $1.3M | 2.8% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Insurance contract | $889K | 1.9% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Insurance contract | $718K | 1.5% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Insurance contract | $694K | 1.5% |
| EI Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $504K | 1.1% |
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 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.