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| 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 | $2,991 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $673 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
4 funds of $250K or more; 18 lines in all, holding $3.2M of the plan's $3.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, collective trust, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 9 vintages | $2.4M | 74.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $228K | 7.2% |
| Large Cap Growth / MFS Fund MFS (Sun Life) · Collective trust | $166K | 5.3% |
| BlackRock LifePath Index Retire K BlackRock · Collective trust Index | $141K | 4.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $71K | 2.2% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $37K | 1.2% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $27K | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $23K | 0.7% |
| Large Cap Value I (managed by JP Morgan) JPMorgan · Collective trust | $21K | 0.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $20K | 0.6% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).