Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,413 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $85 |
6 funds of $250K or more; 9 lines in all, holding $5.0M of the plan's $5.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| or Similar Party Par or Maturity Value Manager not matched · Insurance contract | $1.8M | 35.3% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $791K | 15.8% |
| MassMutual Blue Chip Growth Fund Class R4 MassMutual · Mutual fund | $702K | 14.0% |
| American Funds American Balanced R3 Capital Group · Mutual fund Possible retail class R3 | $608K | 12.1% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $431K | 8.6% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $376K | 7.5% |
| BlackRock Mid-Cap Value Fund Investor A BlackRock · Mutual fund | $212K | 4.2% |
| Talcott Res Life Ins Co Capital Group · Mutual fund Possible retail class R3 | $115K | 2.3% |
| Goldman Sachs Government Income Fund Class A Goldman Sachs · Mutual fund Possible retail class A | $7K | 0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.