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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,400 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $29,582 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,200 |
9 funds of $250K or more; 29 lines in all, holding $10.9M of the plan's $10.9M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fxaix Manager not matched · Other | $3.3M | 30.2% |
| Ffldx Manager not matched · Other | $1.7M | 15.8% |
| Ffopx Manager not matched · Other | $1.0M | 9.5% |
| Fflex Manager not matched · Other | $991K | 9.1% |
| Fspsx Manager not matched · Other | $631K | 5.8% |
| Fsmdx Manager not matched · Other | $522K | 4.8% |
| Ffezx Manager not matched · Other | $426K | 3.9% |
| Ffolx Manager not matched · Other | $360K | 3.3% |
| Ffizx Manager not matched · Other | $356K | 3.3% |
| Fssnx Manager not matched · Other | $233K | 2.1% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.