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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,419 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $84 |
4 funds of $250K or more; 14 lines in all, holding $5.6M of the plan's $5.6M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Insurance Company General Account Fund Empower Empower · Insurance contract Recordkeeper's own fund | $3.7M | 65.9% |
| Hartford Hartford Funds · Mutual fund | $469K | 8.4% |
| Hartford Dividend And Growth Hls Fund Hartford Funds · Mutual fund | $382K | 6.8% |
| Fidelity Vip II Contrafund Fidelity (FMR) · Mutual fund | $331K | 5.9% |
| Fidelity VIP Growth Fidelity (FMR) · Mutual fund | $216K | 3.9% |
| Hartford Balanced Hls Fund Hartford Funds · Mutual fund | $128K | 2.3% |
| Hartford International Opportunities Hls Fund Hartford Funds · Mutual fund | $103K | 1.9% |
| Fidelity VIP Overseas Fidelity (FMR) · Mutual fund | $89K | 1.6% |
| American Century American Century · Other | $67K | 1.2% |
| Hartford Stock Hls Fund Hartford Funds · Mutual fund | $47K | 0.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.