Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,086 |
DENALI WEALTH MANAGEMENT11+ years Service code 27 1325 W TOWNE SQUARE RD · MEQUON, WI 53092 | Advisory (Plan) | $23,482 |
BLUE CHIP RETIREMENT PLANS, INC.11+ years Service code 13 6737 W WASHINGTON, SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $14,951 |
24 funds of $250K or more; 23 lines in all, holding $25.2M of the plan's $25.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $9.5M | 37.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 9.6% |
| BlackRock Russell BlackRock · Mutual fund | $1.7M | 6.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 6.1% |
| Fixed Income Allocation I1 Manager not matched · Collective trust | $1.3M | 5.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.3M | 5.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 4.7% |
| Blackrock Equity Dividend Fund Institutional BlackRock · Mutual fund | $1.0M | 4.1% |
| Blackrock MSCI ACWI Ex-U.S. Index Fund R BlackRock · Collective trust Index | $1.0M | 4.1% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $960K | 3.8% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighTCW Metwest Total Return Bond Fund Class I to Eaton Vance Total Return Bond Fund Class R6 | $317K to $331K |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.