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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,495 |
14 funds of $250K or more; 10 lines in all, holding $16.5M of the plan's $17.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Blend, collective trust, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Blend Fidelity (FMR) · Collective trust Target-date, 12 vintages | $12.9M | 78.0% |
| Empower Guaranteed Income Fun Empower · Insurance contract Recordkeeper's own fund | $2.3M | 13.7% |
| Gabelli U.S. Treasury Money Market I Money Market Mutual Fund Manager not matched · Money market | $798K | 4.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $319K | 1.9% |
| Great Gray Large Cap Value Fund Class R1 Manager not matched · Mutual fund Possible retail class R1 | $172K | 1.0% |
| Great Gray Large Cap Growth Fund II Fee Class R1 Manager not matched · Mutual fund Possible retail class R1 | $30K | 0.2% |
| Core Plus Bond Fund Fee Class R1 Collective trust fund Manager not matched · Collective trust | $13K | <0.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $13K | <0.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $8K | <0.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $6K | <0.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.