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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67,145 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $16,149 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
18 funds of $250K or more; 21 lines in all, holding $23.6M of the plan's $23.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $4.6M | 19.3% |
| New World Fund (R6) Capital Group · Mutual fund | $2.7M | 11.6% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $2.4M | 10.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 8.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 7.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 6.7% |
| Empower EI Fixed Account - Series Class IV Empower · Insurance contract Recordkeeper's own fund | $1.2M | 5.2% |
| Fidelity Large Cap Index Fidelity (FMR) · Mutual fund Index | $964K | 4.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $885K | 3.7% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $879K | 3.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.