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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,951 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 27 277 PARK AVENUE 2ND FL · NEW YORK, NY 101720003 | Advisory (Plan) | $6,351 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $881 |
2 funds of $250K or more; 28 lines in all, holding $1.7M of the plan's $1.7M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ilirkx Manager not matched · Other | $437K | 25.6% |
| Ilukx Manager not matched · Other | $266K | 15.5% |
| 1LIPKX Manager not matched · Other | $156K | 9.1% |
| 1LINKX Manager not matched · Other | $147K | 8.6% |
| Ilivkx Manager not matched · Other | $113K | 6.6% |
| 1LIKKX Manager not matched · Other | $103K | 6.1% |
| Participant Loans Manager not matched · Other | $101K | 5.9% |
| Ilihkx Manager not matched · Other | $73K | 4.3% |
| Fxnax Manager not matched · Other | $47K | 2.7% |
| Fxaix Manager not matched · Other | $39K | 2.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.