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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $103,937 |
Service code 99 PO BOX 198928 · NASHVILLE, TN 37238 | Other Fees | $85,236 |
NISEN & ELLIOTT, LLC1 year Filed as: NISEN & ELLIOTT LLC Service code 99 180 N LA SALLE ST STE 3600 · CHICAGO, IL 60601 | Other Fees | $24,243 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 4807 INNOVATE LANE · MADISON, WI 53718 | Accounting | $13,125 |
22 funds hold $48.8M of the plan's $49.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.2M | 16.8% |
| Empower Annuity Insurance Company Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $7.1M | 14.5% |
| Fidelity Advisor Equity Group Z N/R Fidelity (FMR) · Mutual fund | $6.0M | 12.3% |
| T. Rowe Price Value I Fund N/R T. Rowe Price · Mutual fund | $3.9M | 8.0% |
| Vanguard International Value Fund N/R Vanguard · Mutual fund | $2.7M | 5.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $2.5M | 5.1% |
| JP Morgan Mid Cap Growth Fund N/R JPMorgan · Mutual fund | $2.3M | 4.7% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $2.0M | 4.2% |
| DFA US Target Value Portfolio N/R Dimensional · Mutual fund | $1.9M | 4.0% |
| American Europacific Growth R6 N/r Capital Group · Mutual fund | $1.9M | 3.9% |
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.
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.