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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,404 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,384 |
16 funds of $250K or more; 21 lines in all, holding $18.5M of the plan's $13.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $4.2M | 22.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.1M | 22.2% |
| JP Morgan Investment Management / Large Cap Growth JPMorgan · Separate account | $2.6M | 14.3% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $2.2M | 11.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $952K | 5.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $899K | 4.9% |
| New World Fund Inc Capital Group · Mutual fund | $786K | 4.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $555K | 3.0% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $522K | 2.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $393K | 2.1% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.