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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
9 funds of $250K or more; 24 lines in all, holding $8.3M of the plan's $8.4M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| General Account Empower · Insurance contract Recordkeeper's own fund | $2.3M | 28.2% |
| Franklin Growth Allocation Fund Franklin Templeton · Mutual fund | $827K | 9.9% |
| Franklin Moderate Allocation Fund Franklin Templeton · Mutual fund | $742K | 8.9% |
| Franklin Growth R Franklin Templeton · Mutual fund | $519K | 6.2% |
| Empower Macquare Science & Tech Empower · Other Recordkeeper's own fund | $506K | 6.1% |
| The Hartford Dividend And Growth Fund Hartford Funds · Mutual fund | $478K | 5.7% |
| Franklin Conservative Allocation Fund Franklin Templeton · Mutual fund | $443K | 5.3% |
| MM S&P 500 Index Fund Empower · Money market IndexRecordkeeper's own fund | $434K | 5.2% |
| THE Hartford Midcap Fund Class R3 Hartford Funds · Mutual fund Possible retail class R3 | $299K | 3.6% |
| Empower MM High Yield Empower · Money market Recordkeeper's own fund | $249K | 3.0% |
See the other 14 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,604 | $122,239-27.5% | $184,203-51.9% | $74,495+18.9% |
| Participation rate | 79.6% | 85.5%-5.8pp | 86.8%-7.2pp | 67.2%+12.4pp |
| Annual return | 9.41% | 19.95%-10.5pp | 28.81%-19.4pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $2,451 | $4,537-46.0% | $6,427-61.9% | $2,623-6.6% |
| Participant deferral / active EE | $4,152 | $7,139-41.8% | $9,131-54.5% | $4,346-4.5% |
| Admin fee / account holder | $5 | $1,260-99.6% | $13,901-100.0% | $1,942-99.7% |