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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,144 |
TBS AGENCY INC10+ years Service code 55 · EIN 52-1473914 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
6 funds of $250K or more; 14 lines in all, holding $3.4M of the plan's $3.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $2.2M | 65.2% |
| b b b MassMutual S&P 500 Index MassMutual · Mutual fund Index | $301K | 8.8% |
| b PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $168K | 4.9% |
| b b b MassMutual Blue Chip Growth Service MassMutual · Mutual fund | $124K | 3.6% |
| b Invesco Balanced-Risk Allocation Fund Invesco · Mutual fund | $118K | 3.5% |
| b American europacific growth fund Capital Group · Mutual fund | $101K | 3.0% |
| b Invesco Discovery Fund Invesco · Mutual fund | $97K | 2.8% |
| b Invesco comstock fund Invesco · Mutual fund | $82K | 2.4% |
| $ Mutual Funds: b American Century Mid Cap Value Fund American Century · Mutual fund | $71K | 2.1% |
| b Columbia Mid Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $57K | 1.7% |
Covers 61,314 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.