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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 94-1737782 | Advisory (Participants) | $315 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
22 funds of $250K or more; 21 lines in all, holding $28.5M of the plan's $34.5M. From the 2024 filing. Recordkeeper: Bankers Trust.
Target-date series: T. Rowe Price Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $10.9M | 38.4% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $4.4M | 15.6% |
| Fidelity OTC Portfolio Fidelity (FMR) · Mutual fund | $2.3M | 8.2% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $1.9M | 6.7% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $1.3M | 4.6% |
| MidCap S&P 400 Index Fund Principal · Mutual fund Index | $1.1M | 4.0% |
| Goldman Sachs Stable Value Collective Trust Goldman Sachs · Stable value Stable value | $1.0M | 3.7% |
| Eupac Fund Capital Group · Mutual fund | $980K | 3.4% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $889K | 3.1% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $885K | 3.1% |
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.
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.