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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $123,872 |
UBS FINANCIAL SERVICES INC8 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $52,262 |
ASSURANCE DIMENSIONS3 years Service code 10 4920 WEST CYPRESS STREET STE 102 · TAMPA, FL 33607 | Accounting | $21,040 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,772 |
16 funds of $250K or more; 27 lines in all, holding $16.5M of the plan's $17.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $8.6M | 51.9% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $1.2M | 7.2% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $920K | 5.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $872K | 5.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $766K | 4.6% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $682K | 4.1% |
| Insurance Co. General Account Manager not matched · Insurance contract | $623K | 3.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $502K | 3.0% |
| Western Asset Core Plus Bond Fund Class IS Franklin Templeton · Mutual fund | $434K | 2.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $247K | 1.5% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| Droppedi) Mutual funds: Vanguard Lifestrategy Growth INV | $1.3M |
| AddedVanguard LifeStrategy 80/20 Fund Investor Shares | $682K |
| AddedWestern Asset Core Plus Bond Fund Class IS | $434K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.