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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $97,169 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $80,000 |
Service code 99 1145 CONGRESS PKWY N · ATHENS, TN 37303 | Other Fees | $60,900 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,134 |
27 funds of $250K or more; 20 lines in all, holding $81.8M of the plan's $83.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $57.1M | 69.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.7M | 8.1% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $5.1M | 6.3% |
| MassMutual Sagic Diversified Bond MassMutual · Insurance contract | $3.2M | 3.9% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 1.9% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $1.3M | 1.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $973K | 1.2% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $716K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $662K | 0.8% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighBlackrock Mid Cap Growth Equity Portfolio to Principal MidCap Fund | $412K to $438K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.