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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 | $18,942 |
4 funds of $250K or more; 10 lines in all, holding $2.4M of the plan's $2.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.7M | 70.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $278K | 11.7% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $122K | 5.1% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $100K | 4.2% |
| Fidelity Small Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $78K | 3.3% |
| Neuberger Large Cap Value Fund Class R6 Neuberger Berman · Mutual fund | $64K | 2.7% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $22K | 0.9% |
| Mid Cap Growth R6 Manager not matched · Mutual fund | $19K | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $16K | 0.7% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $2K | <0.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.