Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $59,937 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,792 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,957 |
25 funds of $250K or more; 20 lines in all, holding $36.5M of the plan's $37.2M. 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, 9 vintages | $13.7M | 37.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.5M | 26.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 5.3% |
| Guaranteed investment contract Empower Annuity Insurance Company of America Empower · Insurance contract Recordkeeper's own fund | $1.8M | 4.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 4.7% |
| Prudential Core Plus Bond Fund Prudential (PGIM) · Mutual fund | $1.5M | 4.2% |
| Alliance Bernstein Large Cap Growth Fund AllianceBernstein · Collective trust | $803K | 2.2% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $789K | 2.2% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund | $746K | 2.0% |
| Janus Henderson International Alpha Fund Janus Henderson · Mutual fund | $564K | 1.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.