Filed June 15, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $87,309 |
29 funds of $250K or more; 21 lines in all, holding $161M of the plan's $166M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $61.3M | 38.1% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $24.4M | 15.1% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $17.2M | 10.7% |
| JP Morgan Large Cap Growth JPMorgan · Other | $15.7M | 9.7% |
| Virtus Allianz Global Investors PIMCO (Allianz) · Mutual fund | $8.2M | 5.1% |
| US Mid-Cap Growth Equity Trust T. Rowe Price · Mutual fund | $8.0M | 4.9% |
| MML Barings Core Bond Fund (Premier) MassMutual · Mutual fund | $3.6M | 2.2% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $3.3M | 2.0% |
| T. Rowe Price T. Rowe Price · Mutual fund | $3.2M | 2.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 2.0% |
See the other 11 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,564 | $129,021+90.3% | $184,203+33.3% | $77,643+216.3% |
| Participation rate | 97.0% | 87.3%+9.7pp | 86.8%+10.2pp | 70.6%+26.4pp |
| Annual return | 15.19% | 33.27%-18.1pp | 28.81%-13.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $10,374 | $4,413+135.1% | $6,427+61.4% | $2,726+280.6% |
| Participant deferral / active EE | $10,575 | $7,297+44.9% | $9,131+15.8% | $4,647+127.5% |
| Admin fee / account holder | $121 | $254-52.3% | $13,901-99.1% | $430-71.9% |