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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $27,096 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,054 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,936 |
10 funds of $250K or more; 13 lines in all, holding $7.2M of the plan's $9.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Century One Choice, collective trust, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice American Century · Collective trust Target-date, 8 vintages | $2.2M | 31.0% |
| The Bond Fund of America (R6) Capital Group · Mutual fund | $1.3M | 17.5% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 17.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $676K | 9.3% |
| American Funds Inflation Linked Bond Fund Class R-6 Capital Group · Mutual fund | $600K | 8.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $346K | 4.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $259K | 3.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $244K | 3.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $189K | 2.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $118K | 1.6% |
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.
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.