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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,584 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST, N.A. Service code 27 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Plan) | $27,028 |
14 funds of $250K or more; 16 lines in all, holding $10.3M of the plan's $10.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 6 vintages | $1.6M | 15.1% |
| Blue Chip Fund R-6 Principal · Mutual fund | $1.5M | 14.6% |
| Prudential Fully benefit-responsive guaranteed investment Prudential (PGIM) · Insurance contract | $1.2M | 11.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 11.1% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $946K | 9.2% |
| International Growth and Income Fund Class R-6 Capital Group · Mutual fund | $833K | 8.1% |
| The Hartford Total Return Bond Fund Hartford Funds · Mutual fund | $624K | 6.1% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $529K | 5.1% |
| Allspring Special Small Cap Value Fund Class R6 Allspring · Mutual fund | $511K | 5.0% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $499K | 4.9% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.