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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $56,185 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,046 |
Service code 28 1801 CALIFORNIA ST · DENVER, CO 80202 | Investment Management | $23,730 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $10,064 |
22 funds of $250K or more; 19 lines in all, holding $25.8M of the plan's $27.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $9.0M | 34.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 14.1% |
| American Funds Capital Group · Mutual fund | $2.2M | 8.5% |
| Clearbridge Large Cap Growth Franklin Templeton · Other | $1.9M | 7.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 5.8% |
| Putnam U.S. Research Fund Franklin Templeton · Mutual fund | $1.1M | 4.2% |
| New World Fund Inc Capital Group · Mutual fund | $933K | 3.6% |
| Franklin Income Fund Franklin Templeton · Mutual fund | $795K | 3.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $710K | 2.8% |
| Pgim High-Yield Prudential (PGIM) · Other | $649K | 2.5% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedState Street Global Equity Ex-Us Index Fund | $751K |
| AddedFidelity Extended Market Index Fund | $710K |
| DroppedPIMCO Real Return Fund Institutional | $396K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.