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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,401 |
17 funds hold $61.5M of the plan's $61.5M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.7M | 14.1% |
| Fidelity Advisor New Insights Fund Class A Fidelity (FMR) · Mutual fund Possible retail class A | $6.7M | 10.9% |
| MFS Massachusetts Investors Growth Stock Portfolio (R3) MFS (Sun Life) · Mutual fund Possible retail class R3 | $6.2M | 10.1% |
| PIMCO Total Return Fund A PIMCO (Allianz) · Mutual fund Possible retail class A | $5.2M | 8.4% |
| American Funds Invmt Co of America R4 Capital Group · Mutual fund | $4.8M | 7.9% |
| American Funds U.S. Government Money Market Fund Class R-4 Capital Group · Money market | $4.7M | 7.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.3M | 7.0% |
| American Funds Interm Bd Fd of Amer R4 Capital Group · Mutual fund | $4.0M | 6.5% |
| Invesco Comstock Fund Class A Invesco · Mutual fund Possible retail class A | $3.5M | 5.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 4.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.