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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,795 |
16 funds of $250K or more; 26 lines in all, holding $17.0M of the plan's $17.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 3 vintages | $6.6M | 38.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.6M | 9.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.2M | 7.1% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 6.5% |
| Calvert US Large Cap Growth Rspnb Morgan Stanley · Mutual fund | $928K | 5.5% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $876K | 5.1% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $860K | 5.1% |
| Empower Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $695K | 4.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $510K | 3.0% |
| Capital Income Builder Class R-6 Capital Group · Mutual fund | $425K | 2.5% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.