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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 | $39,061 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $18,118 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,141 |
8 funds of $250K or more; 33 lines in all, holding $7.1M of the plan's $7.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Trfjx Manager not matched · Other | $1.5M | 21.4% |
| Trikx Manager not matched · Other | $998K | 14.1% |
| Trehx Manager not matched · Other | $968K | 13.7% |
| Fxaix Manager not matched · Other | $473K | 6.7% |
| Trjlx Manager not matched · Other | $450K | 6.4% |
| Trhdx Manager not matched · Other | $430K | 6.1% |
| Trjmx Manager not matched · Other | $355K | 5.0% |
| Trfhx Manager not matched · Other | $295K | 4.2% |
| 1GWAQ35 Manager not matched · Other | $228K | 3.2% |
| Trlnx Manager not matched · Other | $223K | 3.2% |
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.
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.
Annual investment return 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.