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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,481 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,382 |
15 funds of $250K or more; 23 lines in all, holding $25.7M of the plan's $26.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mass Mutual Blue Chip Growth MassMutual · Separate account | $5.2M | 20.4% |
| I Mass Mutual S&P 500 Index I Pooled separate account MassMutual · Separate account Index | $3.4M | 13.4% |
| Perspective R6 Index Select Moderate 2035 Pooled separate account Manager not matched · Separate account Index | $3.1M | 12.2% |
| American Pooled Separate Account NR Capital Group · Separate account | $2.7M | 10.6% |
| General Account Manager not matched · Insurance contract | $2.4M | 9.5% |
| Fund CL I American Funds Aamerican Pooled separate account Capital Group · Separate account | $1.5M | 5.8% |
| Ishare US Aggregate Bond Pooled separate account Manager not matched · Separate account | $1.0M | 4.0% |
| Mutual R6 Index Select Moderate Retire Pooled separate account Manager not matched · Separate account Index | $985K | 3.8% |
| EQ I Index Select Moderate 2045 Pooled separate account Manager not matched · Separate account Index | $856K | 3.3% |
| Fund CL I DFA Emerging Markets I Pooled separate account Dimensional · Separate account | $789K | 3.1% |
Added 4 funds, dropped 5 funds. Changed share class on 3 funds. Changed vehicle on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeMass Mutual S&P 500 Index I to I Mass Mutual S&P 500 Index I Pooled separate account | $3.2M to $3.4M |
| AddedPerspective R6 Index Select Moderate 2035 Pooled separate account | $3.1M |
| AddedAmerican Pooled Separate Account NR | $2.7M |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.