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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,204 |
KESTRA FINANCIAL8 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $32,062 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,760 |
14 funds of $250K or more; 29 lines in all, holding $15.6M of the plan's $15.8M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| General Account Empower · Insurance contract Recordkeeper's own fund | $2.7M | 17.3% |
| Empower Large Cap Growth III CL I1 Empower · Collective trust Recordkeeper's own fund | $1.9M | 12.2% |
| BlackRock Equity Index 1 BlackRock · Collective trust Index | $1.6M | 10.3% |
| IndexSelect Moderate 2045 Fund CL R6 Manager not matched · Collective trust | $1.3M | 8.6% |
| IndexSelect Moderate Retire Fund CL R6 Manager not matched · Collective trust | $1.2M | 7.7% |
| Empower Large Cap Value I1 Empower · Collective trust Recordkeeper's own fund | $1.1M | 7.0% |
| IndexSelect Moderate 2035 Fund CL R6 Manager not matched · Collective trust | $864K | 5.5% |
| Empower International Equity Fund Fee Class I1 Empower · Collective trust Recordkeeper's own fund | $789K | 5.1% |
| Empower Small Cap Value Fund III CL I1 Empower · Collective trust Recordkeeper's own fund | $716K | 4.6% |
| IndexSelect Growth 2045 Fund CL R6 Manager not matched · Collective trust | $455K | 2.9% |
Added 5 funds, dropped 3 funds. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| AddedEmpower Large Cap Growth III CL I1 | $1.9M |
| Share class changeIndexselect Moderate 2045 Fund Cl R6 to IndexSelect Moderate 2045 Fund CL R6 | $1.4M to $1.3M |
| AddedEmpower Large Cap Value I1 | $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 6 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.