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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,386 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 | Other Commissions | $19,421 |
ASCENSUS LLC2 years Filed as: ASCENSUS, INC. Service code 99 | Other Fees | $4,730 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,335 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
ASCENSUS LLC2 years Filed as: FUTUREPAN CONSULTING Service code 13 · EIN 11-3665754 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $0 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 55 · EIN 41-1416330 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $0 |
9 funds of $250K or more; 32 lines in all, holding $7.3M of the plan's $7.8M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Capital Group · Mutual fund | $990K | 13.6% |
| Great Gray American Fund 2030 CIT Manager not matched · Collective trust | $990K | 13.6% |
| Great Gray American Fund 2050 CIT Manager not matched · Collective trust | $914K | 12.6% |
| Great Gray American Fund 2040 CIT Manager not matched · Collective trust | $731K | 10.1% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $629K | 8.7% |
| Great Gray American Fund 2060 CIT Manager not matched · Collective trust | $333K | 4.6% |
| Large Cap Growth II Manager not matched · Insurance contract | $316K | 4.4% |
| Great Gray American Fund 2055 CIT Manager not matched · Collective trust | $308K | 4.2% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $267K | 3.7% |
| Mefs Mid Cap Growth Fund Manager not matched · Mutual fund | $233K | 3.2% |
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.
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.