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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $182,642 |
WORLD INVESTMENT ADVISORS LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $38,652 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,373 |
14 funds of $250K or more; 31 lines in all, holding $54.0M of the plan's $55.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| IndexSelect Moderate 2045 Fund CL R6 Manager not matched · Collective trust | $13.2M | 24.4% |
| IndexSelect Moderate 2035 Fund CL R6 Manager not matched · Collective trust | $12.3M | 22.8% |
| IndexSelect Moderate 2055 Fund CL R6 Manager not matched · Collective trust | $9.0M | 16.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.1M | 9.4% |
| IndexSelect Moderate 2065 Fund CL R6 Manager not matched · Collective trust | $4.7M | 8.8% |
| IndexSelect Moderate Retire Fund CL R6 Manager not matched · Collective trust | $3.4M | 6.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 2.0% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $841K | 1.6% |
| Guaranteed Income Fund Manager not matched · Insurance contract | $748K | 1.4% |
| THE Hartford International Opportunities Fund Class R6 Hartford Funds · Mutual fund | $700K | 1.3% |
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.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).