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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,134 |
4 funds of $250K or more; 16 lines in all, holding $3.2M of the plan's $3.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $2.5M | 77.3% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $412K | 12.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $122K | 3.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $98K | 3.1% |
| Fidelity Government Money Market Fund Premium Class Fidelity (FMR) · Money market | $39K | 1.2% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $16K | 0.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $10K | 0.3% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $7K | 0.2% |
| DFA Investment Grade Portfolio Institutional Class Shares Dimensional · Mutual fund | $6K | 0.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $3K | <0.1% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.