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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,348 |
Service code 27 5905 E GALBRAITH RD STE 9000 · CINCINNATI, OH 45236 | Advisory (Plan) | $23,391 |
EMPOWER ADVISORY GROUP, LLC4+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $653 |
4 funds of $250K or more; 27 lines in all, holding $5.9M of the plan's $9.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 27.1% |
| My Retirement Path Moderate 2045 R Manager not matched · Collective trust | $931K | 15.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $634K | 10.7% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $450K | 7.6% |
| MY Retirement Path Aggr 2045 R Manager not matched · Collective trust | $244K | 4.1% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $232K | 3.9% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund | $204K | 3.5% |
| MFS Corporate Bond Fund R6 MFS (Sun Life) · Mutual fund | $200K | 3.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $196K | 3.3% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $190K | 3.2% |
No lineup changes between the 2024 and 2025 filings.
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.