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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY COMPANY Service code 64 8515 EASY ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,808 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS LLC Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $20,988 |
Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $1,135 |
8 funds of $250K or more; 36 lines in all, holding $10.4M of the plan's $10.4M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fctkx Manager not matched · Other | $2.9M | 28.3% |
| Fxaix Manager not matched · Other | $1.8M | 17.1% |
| Fztkx Manager not matched · Other | $1.6M | 15.2% |
| Fjtkx Manager not matched · Other | $917K | 8.8% |
| Fvtkx Manager not matched · Other | $749K | 7.2% |
| Fbcgx Manager not matched · Other | $461K | 4.4% |
| Fhtkx Manager not matched · Other | $425K | 4.1% |
| 1AMDEC1 Manager not matched · Other | $300K | 2.9% |
| Fspsx Manager not matched · Other | $152K | 1.5% |
| Pimix Manager not matched · Other | $141K | 1.4% |
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.
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.