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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,691 |
22 funds of $250K or more; 36 lines in all, holding $24.1M of the plan's $24.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| THE Hartford Balanced Income Fund Class R6 Hartford Funds · Mutual fund | $6.8M | 28.2% |
| MassMutual Blue Chip Growth Fund Class I MassMutual · Mutual fund | $1.7M | 7.0% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.6M | 6.8% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $1.4M | 5.9% |
| Fixed Income Account Hartford Funds · Insurance contract | $1.4M | 5.8% |
| Clearbridge MID CAP IS Franklin Templeton · Other | $1.3M | 5.4% |
| Indexselect Moderate 2055 I Manager not matched · Other | $1.0M | 4.2% |
| Indexselect Moderate 2035 I Manager not matched · Other | $899K | 3.7% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $696K | 2.9% |
| Equity Income Fund R6 Class American Century · Mutual fund | $680K | 2.8% |
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.