Filings through .
Filed October 26, 2023
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,969 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,875 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 | Contract Administrator | $3,433 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 45263 | Contract Administrator | $0 |
11 funds hold $6.8M of the plan's $7.4M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $3.9M | 57.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $2.1M | 30.6% |
| Mutual Funds American Century Emerg Mrkt Fd Mutual fund American Century · Mutual fund Possible retail class A | $288K | 4.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $254K | 3.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $125K | 1.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $103K | 1.5% |
| MFS Mid Cap Growth Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $15K | 0.2% |
| Neuberger Real Estate Fund Class A Neuberger Berman · Mutual fund Possible retail class A | $12K | 0.2% |
| Fidelity US Bond Index Fidelity (FMR) · Mutual fund IndexPossible retail class A | $12K | 0.2% |
| PIMCO Income Fund Class A PIMCO (Allianz) · Mutual fund Possible retail class A | $4K | <0.1% |
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.
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.