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, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,075 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $31,000 |
22 funds of $250K or more; 21 lines in all, holding $31.0M of the plan's $34.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $6.4M | 20.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 13.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $4.1M | 13.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 8.1% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $2.1M | 6.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $2.1M | 6.8% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $1.9M | 6.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 4.6% |
| Columbia Small Cap Value Discovery Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $1.1M | 3.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $1.1M | 3.4% |
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.
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.