Filings through .
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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $42,640 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,375 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,556 |
12 funds of $250K or more; 18 lines in all, holding $10.3M of the plan's $10.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $6.9M | 66.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 11.2% |
| Franklin Dynatech Fund Franklin Templeton · Mutual fund | $487K | 4.7% |
| JPMorgan Large Cap Value Fund JPMorgan · Mutual fund | $383K | 3.7% |
| investment including maturity date, rate of American Funds New World Capital Group · Mutual fund | $359K | 3.5% |
| Blackrock EAFE Equity Index FD BlackRock · Collective trust Index | $234K | 2.3% |
| State St US Infl Protect Bond Index Collective trust fund Manager not matched · Collective trust Index | $183K | 1.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $100K | 1.0% |
| PIMCO RAE US Small Fund Institutional Class PIMCO (Allianz) · Mutual fund | $99K | 1.0% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $83K | 0.8% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| Addedinvestment including maturity date, rate of American Funds New World | $359K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.