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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,688 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,374 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 P.O. BOX 735399 · DALLAS, TX 48620 | Advisory (Plan) | $0 |
24 funds of $250K or more; 23 lines in all, holding $37.2M of the plan's $50.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $10.2M | 27.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $5.3M | 14.3% |
| T. Rowe Price Retirement Balanced Fund-I Class T. Rowe Price · Mutual fund Possible retail class A | $4.1M | 11.0% |
| Large Cap Growth / JP Morgan Invst Mgmt JPMorgan · Separate account | $2.9M | 7.7% |
| Capital Group Europacific Growth SA Capital Group · Separate account | $1.9M | 5.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $1.8M | 4.9% |
| Fidelity US Bond Index Fidelity (FMR) · Mutual fund IndexPossible retail class A | $1.5M | 3.9% |
| T. Rowe Price New Horizons Fund, Inc. T. Rowe Price New Horizons Fund-I Class T. Rowe Price · Mutual fund Possible retail class A | $1.3M | 3.6% |
| Victory Core Plus Intermediate Bond Fund (Formerly Usaa Intermediate-Term Bond Fund) Victory Core Plus Intermediate Bond Fund Class R6 Victory Capital · Mutual fund Possible retail class A | $1.2M | 3.3% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $1.1M | 2.9% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.