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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,275 |
MARSH & MCLENNAN AGENCY LLC5 years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $8,614 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,642 |
9 funds of $250K or more; 16 lines in all, holding $6.7M of the plan's $6.8M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $4.0M | 59.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 15.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $437K | 6.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $350K | 5.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $218K | 3.3% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $183K | 2.7% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $86K | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $84K | 1.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $78K | 1.2% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $50K | 0.8% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.