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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,354 |
7 funds of $250K or more; 23 lines in all, holding $7.2M of the plan's $7.3M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $5.0M | 69.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $727K | 10.1% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $677K | 9.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $192K | 2.7% |
| Federated Hermes Government Obligations Fund Federated Hermes · Mutual fund | $139K | 1.9% |
| Vanguard Ftse Social Index Fund Vanguard · Mutual fund Index | $66K | 0.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $52K | 0.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $52K | 0.7% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $46K | 0.6% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $45K | 0.6% |
Covers 60,908 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.