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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,886 |
4 funds of $250K or more; 12 lines in all, holding $3.8M of the plan's $3.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $3.0M | 78.5% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $241K | 6.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $183K | 4.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $131K | 3.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $90K | 2.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $50K | 1.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $46K | 1.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $38K | 1.0% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $28K | 0.7% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $9K | 0.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.