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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $316,328 |
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $74,646 |
15 funds of $250K or more; 29 lines in all, holding $57.7M of the plan's $61.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Day One IFX Trgt Balance Manager not matched · Separate account | $18.7M | 32.4% |
| Day One 2045 Fund Manager not matched · Separate account | $7.3M | 12.6% |
| Day One 2040 Fund Manager not matched · Separate account | $7.2M | 12.6% |
| Day One 2050 Fund Manager not matched · Separate account | $6.4M | 11.1% |
| Day One 2055 Fund Manager not matched · Separate account | $4.2M | 7.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 6.1% |
| Day One 2060 Fund Manager not matched · Separate account | $3.2M | 5.5% |
| Day One 2065 Fund Manager not matched · Separate account | $1.9M | 3.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.5M | 2.6% |
| Empower Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $857K | 1.5% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Balanced Index Fund (A) to Vanguard Balanced Index Fund Admiral Shares | $361K to $329K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 7 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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.