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 | $11,139 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $1,972 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $503 |
6 funds of $250K or more; 16 lines in all, holding $3.6M of the plan's $3.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $2.8M | 78.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $280K | 7.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $123K | 3.4% |
| Invesco Stable Value Trust A1 Invesco · Stable value Stable value | $87K | 2.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $61K | 1.7% |
| The Gabelli U.S. Treasury Money Market Fund Westwood · Money market | $60K | 1.7% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $50K | 1.4% |
| Cohen & Steers Global Realty Shares, Inc. Class Z Cohen & Steers · Mutual fund | $28K | 0.8% |
| JP Morgan Small Cap Growth JPMorgan · Other | $26K | 0.7% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $20K | 0.6% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.