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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 | $14,746 |
23 funds of $250K or more; 15 lines in all, holding $50.5M of the plan's $52.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $23.2M | 46.0% |
| Fully Benefit-Responsive Investment Contracts: Empower Annuity Insurance Company of America Empower · Insurance contract Recordkeeper's own fund | $7.1M | 14.1% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $7.1M | 14.0% |
| Large Cap Growth / JPMorgan Investment Mgmt Fund JPMorgan · Insurance contract | $1.9M | 3.8% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $1.8M | 3.6% |
| Pooled Separate Account Empower Annuity Insurance Co. of America Capital Group · Insurance contract | $1.7M | 3.4% |
| Blackrock MID CAP Growth Equity Portfolio Institutional BlackRock · Mutual fund | $1.5M | 3.0% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $1.5M | 2.9% |
| Baron Capital Baron Small Cap Fund Institutional Class Capital Group · Mutual fund | $1.4M | 2.9% |
| MFS Mid Cap Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $731K | 1.4% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.