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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,320 |
Service code 99 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Other Fees | $52,528 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 2021 SPRING ROAD, SUITE 200 · OAK BROOK, IL 60523 | Accounting | $18,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,879 |
14 funds of $250K or more; 12 lines in all, holding $53.3M of the plan's $53.3M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $12.6M | 23.7% |
| BlackRock LifePath BlackRock · Mutual fund Target-date, 8 vintages | $9.8M | 18.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $7.6M | 14.3% |
| Income Fund OF America Capital Group · Mutual fund | $6.4M | 12.0% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $6.0M | 11.3% |
| BlackRock LifePath Dynamic Retirement Fund BlackRock · Mutual fund | $3.9M | 7.2% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $2.6M | 4.9% |
| The Bond Fund of America Capital Group · Mutual fund | $2.5M | 4.6% |
| Eupac Fund Capital Group · Mutual fund | $960K | 1.8% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $711K | 1.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.