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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,741 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $21,319 |
5 funds of $250K or more; 20 lines in all, holding $8.8M of the plan's $9.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fiduciary Investment Trust Balanced A Manager not matched · Collective trust | $3.8M | 42.6% |
| Fiduciary Investment Trust Growth A Manager not matched · Collective trust | $2.4M | 27.4% |
| Fiduciary Investment Trust Aggressive A Manager not matched · Collective trust | $1.0M | 11.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $361K | 4.1% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $260K | 3.0% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $247K | 2.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $194K | 2.2% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $103K | 1.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $71K | 0.8% |
| Fiduciary Investment Trust Mod-Cnsrv A Manager not matched · Collective trust | $71K | 0.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.