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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,016 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $42,559 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,410 |
19 funds of $250K or more; 17 lines in all, holding $20.2M of the plan's $20.4M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $10.9M | 54.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 15.7% |
| AB Us Large Cap Growth CIT W Sers R Manager not matched · Collective trust | $1.0M | 5.1% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $803K | 4.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $644K | 3.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $622K | 3.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $580K | 2.9% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $420K | 2.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $404K | 2.0% |
| Federated Hermes Capitl Preservation R6 Federated Hermes · Mutual fund | $345K | 1.7% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.