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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,675 |
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $17,091 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,188 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC DBA Service code 99 MORNINGSTAR ASSOCIATES LLC · CHICAGO, IL 60674 | Other Fees | $646 |
12 funds of $250K or more; 27 lines in all, holding $11.5M of the plan's $13.4M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 31.3% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $1.5M | 12.9% |
| Great Gray Trust American Funds 2050 Capital Group · Collective trust | $1.1M | 9.5% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $759K | 6.6% |
| American Funds EuroPacific Capital Group · Mutual fund | $604K | 5.3% |
| Great Gray Trust American Funds 2010 Capital Group · Collective trust | $556K | 4.8% |
| Great Gray Trust American Funds 2040 Capital Group · Collective trust | $518K | 4.5% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $445K | 3.9% |
| Fidelity Small Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $343K | 3.0% |
| State Street Aggregate Bond Index Fund State Street (SSgA) · Mutual fund Index | $316K | 2.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.