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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $10,345 |
26 funds of $250K or more; 16 lines in all, holding $489M of the plan's $504M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, collective trust, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 12 vintages | $210M | 43.0% |
| State Street S&P 500 Indx SL SR FD CL X State Street (SSgA) · Collective trust Index | $74.7M | 15.3% |
| T Rowe Price Structured Research Trust-E T. Rowe Price · Collective trust | $60.9M | 12.4% |
| T. Rowe Price Stable Value Common Trust Fund R T. Rowe Price · Stable value Stable value | $29.9M | 6.1% |
| State Street Gbl AL CP EQ EX US Ind SL X State Street (SSgA) · Collective trust | $22.7M | 4.6% |
| Empower SDB Empower · Other Recordkeeper's own fund | $14.7M | 3.0% |
| Wellington Core Bd Pl (Series 5) Port Wellington · Collective trust | $13.1M | 2.7% |
| Jennison U.S. Small Cap Equity Fund Prudential (PGIM) · Collective trust | $12.2M | 2.5% |
| MFS International Growth Fund - Class 7C MFS (Sun Life) · Mutual fund | $11.9M | 2.4% |
| State Street US Extned Mrkt Index SL Srs X State Street (SSgA) · Collective trust Index | $9.0M | 1.8% |
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.
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.