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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,293 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $18,697 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,550 |
CREATIVE PLANNING LLC4 years Service code 99 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Other Fees | $4,165 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $810 |
7 funds of $250K or more; 35 lines in all, holding $8.3M of the plan's $8.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1PGOEX Manager not matched · Other | $2.0M | 23.8% |
| Rfftx Manager not matched · Other | $1.6M | 18.9% |
| Fxaix Manager not matched · Other | $658K | 7.9% |
| Irfvtx Manager not matched · Other | $489K | 5.9% |
| Idrgyx Manager not matched · Other | $485K | 5.8% |
| IGWAQ35 Manager not matched · Other | $292K | 3.5% |
| Vevix Manager not matched · Other | $263K | 3.2% |
| Irlbgx Manager not matched · Other | $230K | 2.8% |
| Irfdtx Manager not matched · Other | $213K | 2.6% |
| Fskax Manager not matched · Other | $198K | 2.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.