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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $312 |
6 funds of $250K or more; 14 lines in all, holding $3.1M of the plan's $3.1M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 9 vintages | $1.9M | 61.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $411K | 13.4% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $251K | 8.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $156K | 5.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $141K | 4.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $106K | 3.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $59K | 1.9% |
| Federated Hermes Govt Obl Advisor Federated Hermes · Mutual fund | $19K | 0.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $15K | 0.5% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $7K | 0.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.