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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,490 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $23,859 |
BDO USA, LLP1 year Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $23,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,462 |
14 funds of $250K or more; 20 lines in all, holding $14.1M of the plan's $14.1M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages | $4.4M | 31.1% |
| Value Mutual Funds American F Manager not matched · Mutual fund | $2.3M | 16.4% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $2.1M | 15.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 8.6% |
| Blackrock Lifepath Index Retirement Fund Class K Shares BlackRock · Mutual fund Index | $579K | 4.1% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $562K | 4.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $498K | 3.5% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $422K | 3.0% |
| Empower Annuity Insurance Company Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $384K | 2.7% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $293K | 2.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.