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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 | $48,340 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $26,276 |
CETERA FINANCIAL GROUP1 year Filed as: CETERA WEALTH SERVICES LLC Service code 55 2301 ROSECRANS AVE., #5100 · HERNDON, VA 902455670 | Other Commissions | $13,769 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $11,172 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $1,621 |
Service code 99 8132 ROUTE 29 · MERRIFIELD, VA 22116 | Other Fees | $1,363 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $886 |
16 funds of $250K or more; 28 lines in all, holding $22.2M of the plan's $22.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1AMEINV Manager not matched · Other | $5.0M | 22.6% |
| 1PMRA35 Manager not matched · Other | $4.3M | 19.4% |
| 1PMRAMF Manager not matched · Other | $2.1M | 9.6% |
| 1PORT Manager not matched · Other | $1.5M | 6.8% |
| 1ASTLV1 Manager not matched · Other | $1.4M | 6.5% |
| 1GGBRER Manager not matched · Other | $1.1M | 5.0% |
| Fspsx Manager not matched · Other | $1.0M | 4.7% |
| Fxaix Manager not matched · Other | $865K | 3.9% |
| 1PMRA50 Manager not matched · Other | $704K | 3.2% |
| 1MCVCR1 Manager not matched · Other | $527K | 2.4% |
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 71,097 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.