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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 | $26,568 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $10,905 |
4 funds of $250K or more; 22 lines in all, holding $2.9M of the plan's $3.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| International Growth and Income Fund Class R-6 Capital Group · Mutual fund | $476K | 16.6% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $445K | 15.5% |
| Allspring Mid Cap Value R6 Allspring · Mutual fund | $352K | 12.3% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $323K | 11.3% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages | $296K | 10.4% |
| Balanced Fund Class R6 John Hancock (Manulife) · Mutual fund | $156K | 5.4% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $145K | 5.1% |
| American Funds Capital Group · Mutual fund | $142K | 5.0% |
| JPMorgan Global Allocation Fund Class R6 JPMorgan · Mutual fund | $126K | 4.4% |
| AB Discovery Growth Fund, INC. Class Z AllianceBernstein · Mutual fund | $97K | 3.4% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMFS Conservative Allocation Fund R4 | $516K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.