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| 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 | $427,386 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 1300 SW 5TH AVE STE 2100 · PORTLAND, OR 97201 | Advisory (Plan) | $109,413 |
10 funds of $250K or more; 9 lines in all, holding $26.9M of the plan's $26.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages | $25.0M | 93.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $231K | 0.9% |
| State Street Target Retirement Fund Class K State Street (SSgA) · Mutual fund | $216K | 0.8% |
| Empower S&P Small Cap 600 Index Fund Institutional Class Empower · Mutual fund IndexRecordkeeper's own fund | $162K | 0.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $121K | 0.4% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $56K | 0.2% |
| Pgim US Real Estate Fund Class R6 Prudential (PGIM) · Mutual fund | $25K | <0.1% |
| Franklin Income Fund Class R6 Franklin Templeton · Mutual fund | $7K | <0.1% |
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.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.