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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 | $83,351 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $33,167 |
20 funds of $250K or more; 30 lines in all, holding $19.7M of the plan's $21.0M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| General Account Empower · Insurance contract Recordkeeper's own fund | $5.4M | 27.1% |
| MassMutual Blue Chip Growth Fund Class I MassMutual · Mutual fund | $2.4M | 12.0% |
| Empower Capital Group · Mutual fund | $1.5M | 7.8% |
| Retiree 2025 I Empower T. Rowe Price · Mutual fund | $1.4M | 7.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 5.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $764K | 3.9% |
| American Funds Capl Income Builder R6 N/R Capital Group · Mutual fund | $747K | 3.8% |
| Vanguard Mid-Cap Growth Index Admrl N/R Vanguard · Mutual fund Index | $676K | 3.4% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $649K | 3.3% |
| Retiree 2055 I Empower T. Rowe Price · Mutual fund | $619K | 3.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.