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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,316 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48,270 |
28 funds of $250K or more; 24 lines in all, holding $48.9M of the plan's $49.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $14.4M | 29.4% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $9.6M | 19.5% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $3.5M | 7.1% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $2.3M | 4.7% |
| New World Fund Inc Capital Group · Mutual fund | $2.3M | 4.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 4.6% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $2.2M | 4.4% |
| Par, or Maturity Value Cost Value Mutual Funds A Manager not matched · Mutual fund Possible retail class A | $2.1M | 4.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 4.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 3.2% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.