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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $25,227 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,297 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
26 funds of $250K or more; 38 lines in all, holding $23.8M of the plan's $25.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vfiax Manager not matched · Other | $5.7M | 24.1% |
| Jlgmx Manager not matched · Other | $1.6M | 6.6% |
| Vtmgx Manager not matched · Other | $1.3M | 5.3% |
| Vigax Manager not matched · Other | $1.1M | 4.4% |
| Wfpax Manager not matched · Other | $1.0M | 4.4% |
| Parlx Manager not matched · Other | $984K | 4.1% |
| Mrshx Manager not matched · Other | $965K | 4.1% |
| Vbtlx Manager not matched · Other | $951K | 4.0% |
| Vsmax Manager not matched · Other | $922K | 3.9% |
| 1PEQSX Manager not matched · Other | $881K | 3.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.