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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 | $6,749 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,632 |
14 funds of $250K or more; 32 lines in all, holding $10.4M of the plan's $10.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Empower Lifetime, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Growth Fund of Amer R3 Capital Group · Mutual fund Possible retail class R3 | $1.1M | 10.3% |
| Empower Lifetime Empower · Mutual fund Target-date, 7 vintagesRecordkeeper's own fund | $965K | 9.3% |
| Empower T. Rowe Price Mid Cap Growth Fund Investor Class T. Rowe Price · Mutual fund | $962K | 9.3% |
| Empower Large Cap Growth Fund Investor Class Empower · Mutual fund Recordkeeper's own fund | $837K | 8.1% |
| Columbia Intrinsic Value Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $675K | 6.5% |
| Empower Large Cap Value Fund Inv II Empower · Mutual fund Recordkeeper's own fund | $632K | 6.1% |
| Nomura Small Cap Core Fund Class A Macquarie / Nomura · Mutual fund Possible retail class A | $578K | 5.6% |
| ClearBridge Small Cap Growth Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $550K | 5.3% |
| Empower S&P 500 Index Fund Investor Class Empower · Mutual fund IndexRecordkeeper's own fund | $490K | 4.7% |
| Empower International Value Fund Investor Class Empower · Mutual fund Recordkeeper's own fund | $426K | 4.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.