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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,354 |
27 funds of $250K or more; 31 lines in all, holding $32.7M of the plan's $32.7M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower S&P 500 Index Fund Investor Class Empower · Separate account IndexRecordkeeper's own fund | $3.9M | 11.9% |
| Guaranteed Investment Account Manager not matched · Insurance contract | $3.6M | 10.9% |
| Empower Large Cap Value Investor II Empower · Separate account Recordkeeper's own fund | $3.4M | 10.3% |
| Empower Large Cap Growth Fund Investor Class Empower · Separate account Recordkeeper's own fund | $2.9M | 8.8% |
| Empower Moderate Profile Fund Investor Class Empower · Separate account Recordkeeper's own fund | $2.6M | 8.0% |
| Empower Conservative Profile Fund Investor Class Empower · Separate account Recordkeeper's own fund | $1.8M | 5.5% |
| Empower Aggressive Profile Fund Investor Class Empower · Separate account Recordkeeper's own fund | $1.6M | 4.8% |
| Empower S&P Small Cap 600 Index Fund Investor Class Empower · Separate account IndexRecordkeeper's own fund | $1.4M | 4.3% |
| Empower T. Rowe Price Mid Cap Growth Fund T. Rowe Price · Separate account | $1.3M | 3.9% |
| American Funds Growth Fund of Amer R3 Capital Group · Separate account | $1.2M | 3.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.