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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $74,689 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,333 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,832 |
21 funds of $250K or more; 19 lines in all, holding $39.5M of the plan's $39.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Century One Choice, other, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice American Century · Other Target-date, 7 vintages | $6.6M | 16.7% |
| BlackRock Equity Index Fund R halal BlackRock · Mutual fund Index | $6.4M | 16.2% |
| American Century Retirement Hybrid In RET C we American Century · Other | $4.1M | 10.3% |
| American Century One Choice American Century · Collective trust Target-date, 1 vintage | $3.3M | 8.4% |
| PIMCO Pimico Income Instl e PIMCO (Allianz) · Mutual fund | $3.0M | 7.7% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $2.5M | 6.3% |
| BlackRock U.S. Debt Index Fd R idl BlackRock · Mutual fund Index | $2.4M | 6.1% |
| Large Cap Growth / JP Morgan Invst Mgmt we JPMorgan · Separate account | $2.0M | 5.2% |
| BlackRock Russell 2000 Index Fund R xe BlackRock · Mutual fund Index | $2.0M | 5.0% |
| BlackRock Mid Cap Equity Index Fund R ae BlackRock · Mutual fund Index | $1.9M | 4.8% |
Added 1 fund, dropped 1 fund. Moved 3 funds from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundBlackrock Equity Index Fund R to BlackRock Equity Index Fund R halal | $6.2M to $6.4M |
| AddedPIMCO Pimico Income Instl e | $3.0M |
| Collective trust to mutual fundBlackrock U.S. Debt Index Fund R to BlackRock U.S. Debt Index Fd R idl | $2.9M to $2.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.