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 |
|---|---|---|
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 | $700,173 |
GREGORY J SCHWARTZ & COMPANY INC4+ years Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $87,993 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,510 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
29 funds of $250K or more; 20 lines in all, holding $137M of the plan's $144M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $86.3M | 63.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $12.7M | 9.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Insurance contract | $6.7M | 4.9% |
| Empower Fully benefit-responsive investment contract - El Fixed Accoun Empower · Insurance contract Recordkeeper's own fund | $5.6M | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.0M | 2.9% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $3.8M | 2.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.5M | 2.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 1.9% |
| Fullerthaler Behavioral Smallcap Grow Manager not matched · Other | $2.2M | 1.6% |
| Empower T. Rowe Price Mid Cap Growth Fund Institutional Class T. Rowe Price · Mutual fund | $1.8M | 1.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.