Filed October 9, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,503 |
UNITED BENEFITS GROUP11+ years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $26,239 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
19 funds of $250K or more; 29 lines in all, holding $25.0M of the plan's $27.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.1M | 16.4% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $3.9M | 15.6% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 10.4% |
| Intellicents Moderately Aggressive CIF Manager not matched · Other | $2.5M | 10.1% |
| Empower Investments Fixed Account - Series Clas Empower · Insurance contract Recordkeeper's own fund | $1.9M | 7.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 6.9% |
| Intellicents Moderate CIF Manager not matched · Other | $1.7M | 6.7% |
| Blackrock MSCI ACWI EX US Index Fund BlackRock · Mutual fund Index | $1.7M | 6.6% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $879K | 3.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $845K | 3.4% |
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Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedBlackrock MSCI ACWI EX US Index Fund | $1.7M |
| Droppedmaturity value Cost Value Common/Collective | $1.6M |
| DroppedT. Rowe Price New Horizons Fund, Inc. | $263K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,652 | $216,711-66.0% | $136,749-46.1% | $85,563-13.9% |
| Participation rate | 56.6% | 51.7%+4.8pp | 72.1%-15.6pp | 66.0%-9.4pp |
| Annual return | 14.12% | 15.26%-1.1pp | 24.33%-10.2pp | 31.51%-17.4pp |
| Employer contribution / active EE | $707 | $1,660-57.4% | $3,400-79.2% | $2,654-73.4% |
| Participant deferral / active EE | $2,115 | $2,635-19.7% | $4,692-54.9% | $4,375-51.7% |
| Admin fee / account holder | $180 | $1,223-85.3% | $11,386-98.4% | $834-78.5% |