Filings through .
Filed December 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,136 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $23,676 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,990 |
10 funds of $250K or more; 27 lines in all, holding $10.3M of the plan's $10.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Rfetx Manager not matched · Other | $2.1M | 20.2% |
| Rfdtx Manager not matched · Other | $1.9M | 18.2% |
| Rfftx Manager not matched · Other | $1.9M | 18.0% |
| Rfgtx Manager not matched · Other | $845K | 8.2% |
| Rfhtx Manager not matched · Other | $733K | 7.1% |
| Rfttx Manager not matched · Other | $476K | 4.6% |
| 1IVSVA1 Manager not matched · Other | $309K | 3.0% |
| Fxaix Manager not matched · Other | $264K | 2.6% |
| Rfitx Manager not matched · Other | $259K | 2.5% |
| Meikx Manager not matched · Other | $256K | 2.5% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.