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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 | $12,295 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,062 |
Service code 13 101 BRADFORD RD, SUITE 200 · WEXFORD, PA 15090 | Contract Administrator | $1,400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $592 |
17 funds hold $964K of the plan's $964K. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Putnam Retirement Advantage, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Retirement Advantage Franklin Templeton · Mutual fund Target-date, 7 vintages | $723K | 75.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $86K | 8.9% |
| Putnam Retirement Advantage Franklin Templeton · Collective trust Target-date, 1 vintage | $35K | 3.6% |
| Putnam Retirement Advantage Trst Mat X Franklin Templeton · Mutual fund | $30K | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $26K | 2.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $19K | 1.9% |
| MFS Research International Fund R6 MFS (Sun Life) · Mutual fund | $16K | 1.6% |
| Empower T. Rowe Price Mid Cap Growth Fund Institutional Class T. Rowe Price · Mutual fund | $7K | 0.7% |
| Federated Hermes Total Return Bond Fund Class R6 Shares Federated Hermes · Mutual fund | $6K | 0.6% |
| BlackRock Advantage Small Cap Core Fund Class K BlackRock · Mutual fund | $5K | 0.5% |
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.
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.
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.