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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 | $24,902 |
KESTRA FINANCIAL3 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $21,799 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $95 |
7 funds of $250K or more; 25 lines in all, holding $5.9M of the plan's $6.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Indexselect Moderate 2035 Fund CL I Manager not matched · Collective trust | $1.5M | 25.9% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Collective trust | $1.3M | 22.0% |
| Indexselect Moderate Retire Fund CL I Manager not matched · Collective trust | $885K | 14.9% |
| IndexSelect Moderate 2055 Fund CL I Manager not matched · Collective trust | $675K | 11.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $473K | 8.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $379K | 6.4% |
| Indexselect Conservative 2035 Fund CL I Manager not matched · Collective trust | $253K | 4.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $155K | 2.6% |
| BlackRock Advantage Small Cap Core Fund Class K BlackRock · Mutual fund | $111K | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $40K | 0.7% |
Added 1 fund. Changed share class on 4 funds.
| Fund | Year-end value |
|---|---|
| AddedIndexselect Moderate 2035 Fund CL I | $1.5M |
| Share class changeIndexSelect Moderate 2045 Fund CL to IndexSelect Moderate 2045 Fund CL I | $957K to $1.3M |
| Share class changeIndexSelect Moderate Retire Fund CL to Indexselect Moderate Retire Fund CL I | $853K to $885K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.