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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 | $73,376 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $65,173 |
SMITH LEONARD PLLC1 year Service code 10 4035 PREMIER DR STE 300 · HIGH POINT, NC 27265 | Accounting | $9,500 |
15 funds of $250K or more; 7 lines in all, holding $47.5M of the plan's $48.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $40.9M | 86.0% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $3.5M | 7.3% |
| Fixed Account Empower · Insurance contract Recordkeeper's own fund | $1.1M | 2.4% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $845K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $484K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $389K | 0.8% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $323K | 0.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.