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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANN INSUR COMP OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,710 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,362 |
ASCENSUS LLC6+ years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN ADMINISTRATIV · SAN DIEGO, CA 92101 | Contract Administrator | $7,572 |
R F LAFFERTY & CO INC1 year Service code 27 40 WALL ST 19TH FL · NEW YORK, NY 10005 | Advisory (Plan) | $5,832 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,850 |
15 funds of $250K or more; 21 lines in all, holding $14.8M of the plan's $17.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Putnam Retirement Advantage, collective trust, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Retirement Advantage Franklin Templeton · Collective trust Target-date, 1 vintage | $2.6M | 17.7% |
| Putnam Retirement Advantage Franklin Templeton · Mutual fund Target-date, 8 vintages | $2.4M | 16.4% |
| Putnam Large Cap Growth Fund Class R Shares Franklin Templeton · Mutual fund | $1.5M | 9.9% |
| Empower Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $1.1M | 7.1% |
| Cost Value Mutual Funds: Fidelity Inve Fidelity (FMR) · Mutual fund | $953K | 6.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $869K | 5.9% |
| Great Gray Large Cap Value Fund Class R1 Manager not matched · Mutual fund Possible retail class R1 | $731K | 4.9% |
| Putnam Retirement Adv Maturity Fund XA Franklin Templeton · Mutual fund | $728K | 4.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $680K | 4.6% |
| Alta Federated MDT Small Cap Core Federated Hermes · Other | $519K | 3.5% |
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.
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.