Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC8 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $71,896 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61,694 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,176 |
21 funds of $250K or more; 22 lines in all, holding $42.5M of the plan's $43.0M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1fxaix Manager not matched · Other | $7.1M | 16.6% |
| 1LIVKX Manager not matched · Other | $3.4M | 7.9% |
| 1LIRKX Manager not matched · Other | $3.2M | 7.6% |
| 1LIHKX Manager not matched · Other | $3.2M | 7.5% |
| 1LINKX Manager not matched · Other | $3.1M | 7.3% |
| 1jlgmx Manager not matched · Other | $2.9M | 6.8% |
| 1LIKKX Manager not matched · Other | $2.6M | 6.2% |
| 1LIPKX Manager not matched · Other | $2.3M | 5.4% |
| 1BTMKX Manager not matched · Other | $2.3M | 5.4% |
| 1LIJKX Manager not matched · Other | $1.9M | 4.5% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.