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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,479 |
8 funds of $250K or more; 12 lines in all, holding $4.3M of the plan's $4.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $3.5M | 81.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $358K | 8.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $118K | 2.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $111K | 2.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $77K | 1.8% |
| Empower Investments Fixed Account - Series N/R Empower · Insurance contract Recordkeeper's own fund | $41K | 1.0% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $35K | 0.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $31K | 0.7% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $12K | 0.3% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $4K | <0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.