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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,086 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $27,314 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $415 |
14 funds of $250K or more; 15 lines in all, holding $22.8M of the plan's $24.8M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $18.3M | 80.3% |
| Northern Trust S&P 500 Northern Trust · Mutual fund Index | $822K | 3.6% |
| Wells Fargo Stable Return Allspring · Other | $794K | 3.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $670K | 2.9% |
| BlackRock Total Return Fund BlackRock · Mutual fund | $525K | 2.3% |
| NT Collective Aggregate Bond Northern Trust · Collective trust | $434K | 1.9% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $225K | 1.0% |
| MFS Large Cap Value CIT Class CT MFS (Sun Life) · Collective trust | $205K | 0.9% |
| Northern Ext Equity Market Northern Trust · Mutual fund | $172K | 0.8% |
| Great Grey Trust Europacific Growth CT Capital Group · Other | $153K | 0.7% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.