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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 | $51,382 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $31,321 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,871 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $16,275 |
28 funds of $250K or more; 30 lines in all, holding $47.7M of the plan's $48.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 4 vintages | $12.6M | 26.4% |
| American Funds 2030 Capital Group · Mutual fund | $5.9M | 12.5% |
| Trgt Date RET INC R6 T.Rowe Price Blue Chip Pooled separate account T. Rowe Price · Separate account | $3.3M | 6.9% |
| Trgt Date Retire R6 Vanguard 500 Index Fund Mutual fund Vanguard · Mutual fund Index | $2.9M | 6.1% |
| Admiral American Funds 2025 Mutual fund Capital Group · Mutual fund | $2.9M | 6.1% |
| Trgt Date RET INC R6 Blackrock Liquidity Mutual fund BlackRock · Mutual fund | $2.5M | 5.2% |
| Fedfund Instl Vanguard Equity-Income Mutual fund Vanguard · Mutual fund | $2.4M | 5.0% |
| ADM American Funds 2045 Mutual fund Capital Group · Mutual fund | $2.2M | 4.6% |
| Trgt Date Retire R6 Jpmorgan US Equity R6 Mutual fund JPMorgan · Mutual fund | $1.5M | 3.2% |
| American Funds 2020 Capital Group · Mutual fund | $1.2M | 2.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.