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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,147 |
PREMIER RETIREMENT PARTNERS7 years Service code 13 8040 EXCELSIOR DR SUITE 401 · MADISON, WI 53717 | Contract Administrator | $12,286 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 | Other Commissions | $9,439 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,261 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
14 funds of $250K or more; 28 lines in all, holding $11.1M of the plan's $11.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great-West Lifetime 2055 Fund Svc Empower · Mutual fund Possible retail class ServiceRecordkeeper's own fund | $2.3M | 21.0% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $1.0M | 9.3% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $936K | 8.4% |
| Great-West Lifetime 2050 Fund Svc Empower · Mutual fund Possible retail class ServiceRecordkeeper's own fund | $901K | 8.1% |
| Great-West Lifetime 2030 Fund Svc Empower · Mutual fund Possible retail class ServiceRecordkeeper's own fund | $887K | 8.0% |
| MFS Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $758K | 6.8% |
| Great-West Lifetime 2045 Fund Svc Empower · Mutual fund Possible retail class ServiceRecordkeeper's own fund | $549K | 4.9% |
| American Funds Capital World G/I R3 Capital Group · Mutual fund Possible retail class R3 | $472K | 4.2% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Class A Morgan Stanley · Mutual fund Possible retail class A | $459K | 4.1% |
| Great-West Lifetime 2040 Service Empower · Mutual fund Possible retail class ServiceRecordkeeper's own fund | $451K | 4.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedOpportunities Bond Fund Clearbridge Small Cap Growth Fund | $261K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.