Filings through .
Filed January 4, 2021
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,780 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $38,761 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,684 |
17 funds hold $21.5M of the plan's $22.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $11.5M | 53.5% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.5M | 11.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.6M | 7.7% |
| MR 062360, maturity date , interest at I MassMutual · Insurance contract | $1.1M | 5.1% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $858K | 4.0% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $824K | 3.8% |
| Eupac Fund Capital Group · Mutual fund | $781K | 3.6% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $692K | 3.2% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $397K | 1.8% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $314K | 1.5% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.