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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,304 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $40,493 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,550 |
18 funds of $250K or more; 17 lines in all, holding $13.0M of the plan's $13.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $7.8M | 60.1% |
| Loomis Sayles Global Allocation Y Natixis IM · Other | $821K | 6.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $808K | 6.2% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $656K | 5.1% |
| SmallCap S&P 600 Index Fund R-5 Principal · Mutual fund Index | $502K | 3.9% |
| American Century Small Cap Gr Investor American Century · Other | $451K | 3.5% |
| Columbia Dividend Value Ameriprise (Columbia Threadneedle) · Separate account | $351K | 2.7% |
| Large Cap Growth/MFS Fund MFS (Sun Life) · Mutual fund | $332K | 2.6% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $325K | 2.5% |
| Empower Guaranteed investment contract (at contract value): Company of America Empower · Insurance contract Recordkeeper's own fund | $274K | 2.1% |
Added 1 fund, dropped 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighNuveen Large Cap Growth Fund Class R6 to JPMorgan Large Cap Growth Fund Class R6 | $686K to $808K |
| DroppedAllspring Special Mid Cap Value Fund (Admiral) | $551K |
| ReplacedHighColumbia Dividend Income Fund Institutional 2 Class to Pgim Total Return Bond Fund | $397K to $325K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.