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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 | $43,420 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,088 |
22 funds of $250K or more; 19 lines in all, holding $22.4M of the plan's $22.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 8 vintages | $6.3M | 28.0% |
| or Maturity Value Value Insurance Investment Contr Manager not matched · Insurance contract | $4.0M | 17.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 8.7% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $1.8M | 8.2% |
| American Funds Washington Mutual Fund Capital Group · Mutual fund | $1.8M | 7.9% |
| Fidelity Advisor Equity Growth Fund Fidelity (FMR) · Mutual fund | $1.3M | 5.8% |
| Empower Core Bond Fund Empower · Mutual fund Recordkeeper's own fund | $1.2M | 5.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $637K | 2.8% |
| State Street Target Retirement Fund State Street (SSgA) · Mutual fund | $627K | 2.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $476K | 2.1% |
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 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.
The auditor signed off without reservation. This is the cleanest opinion.