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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67,337 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,513 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $16,433 |
16 funds of $250K or more; 30 lines in all, holding $17.7M of the plan's $18.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fxaix Manager not matched · Other | $4.0M | 22.4% |
| Fxnax Manager not matched · Other | $2.4M | 13.7% |
| Fspsx Manager not matched · Other | $1.7M | 9.6% |
| Fsmdx Manager not matched · Other | $1.4M | 7.6% |
| Rwigx Manager not matched · Other | $1.2M | 6.7% |
| Sigix Manager not matched · Other | $1.1M | 6.1% |
| Vthrx Manager not matched · Other | $911K | 5.1% |
| Fipdx Manager not matched · Other | $864K | 4.9% |
| Mdizx Manager not matched · Other | $667K | 3.8% |
| Fssnx Manager not matched · Other | $560K | 3.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.