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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,602 |
Filed as: ARGENT RETIREMENT PLAN ADVISORS LLC Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $15,667 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,862 |
11 funds of $250K or more; 25 lines in all, holding $7.4M of the plan's $7.7M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $1.2M | 16.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.2M | 15.8% |
| American Century One Choice 2025 I American Century · Other | $628K | 8.5% |
| Nuveen Small Cap Blend Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $551K | 7.4% |
| American Century One Choice 2035 I American Century · Other | $453K | 6.1% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $388K | 5.2% |
| American Century One Choice 2040 I American Century · Other | $327K | 4.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $275K | 3.7% |
| American Century One Choice 2030 I American Century · Other | $270K | 3.6% |
| Group Annuity Contract Great-West Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $266K | 3.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.