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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,827 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $32,808 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,050 |
8 funds of $250K or more; 16 lines in all, holding $7.5M of the plan's $7.8M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $1.8M | 23.8% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $1.5M | 20.7% |
| Contract Empower Fixed Annuity Contract - KEY Guaranteed INS Empower · Insurance contract Recordkeeper's own fund | $1.2M | 16.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $844K | 11.3% |
| Eupac Fund Class R-5 Capital Group · Mutual fund | $402K | 5.4% |
| Oakmark Manager not matched · Other | $388K | 5.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $264K | 3.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $250K | 3.3% |
| Western Asset Core Plus Bond Fund Franklin Templeton · Mutual fund | $190K | 2.5% |
| William Blair International Growth I William Blair · Other | $170K | 2.3% |
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.
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.