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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $132,431 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $57,838 |
29 funds of $250K or more; 22 lines in all, holding $75.7M of the plan's $78.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $20.9M | 27.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $13.5M | 17.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.3M | 11.0% |
| 1CPSSTK Consumer Portfolio Services, Inc.Common Stock Manager not matched · Mutual fund | $5.8M | 7.7% |
| 1MGDYB3 Guaranteed Interest Account Manager not matched · Insurance contract | $5.0M | 6.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $4.3M | 5.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 3.4% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $2.1M | 2.8% |
| Smallcap World Fund INC Class R-6 Capital Group · Mutual fund | $1.5M | 2.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 1.9% |
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFranklin Growth Fund Class R6 | $3.8M |
| ReplacedHigh1BMGKX BlackRock Mid-Cap Growth Equity K to Vanguard Mid-Cap Growth Index Fund Admiral Shares | $431K to $427K |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.