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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,199 |
23 funds of $250K or more; 15 lines in all, holding $57.6M of the plan's $58.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $16.5M | 28.6% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $12.2M | 21.2% |
| Fully Benefit-Responsive Investment Contracts: Empower Annuity Insurance Company of America Empower · Insurance contract Recordkeeper's own fund | $6.0M | 10.5% |
| LCG/JP Morgan Inv Mgmt JPMorgan · Insurance contract | $5.2M | 9.0% |
| Blackrock MID CAP Growth Equity Portfolio Institutional BlackRock · Mutual fund | $2.7M | 4.6% |
| Pooled Separate Account Empower Annuity Insurance Co. of America Capital Group · Insurance contract | $2.5M | 4.4% |
| Baron Capital Baron Small Cap Fund Institutional Class Capital Group · Mutual fund | $2.2M | 3.9% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $2.2M | 3.9% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $1.8M | 3.1% |
| MFS Mid Cap Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $1.6M | 2.7% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.