Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $53,156 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,726 |
28 funds of $250K or more; 49 lines in all, holding $32.6M of the plan's $33.0M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Rgagx Manager not matched · Other | $3.4M | 10.4% |
| Wfspx Manager not matched · Other | $3.4M | 10.3% |
| 1KGPF Manager not matched · Other | $2.2M | 6.7% |
| 1LIHKX Manager not matched · Other | $2.0M | 6.2% |
| 1LIJKX Manager not matched · Other | $1.8M | 5.6% |
| 1BDBKX Manager not matched · Other | $1.6M | 4.9% |
| Macjx Manager not matched · Other | $1.6M | 4.9% |
| 1BRMKX Manager not matched · Other | $1.5M | 4.6% |
| Mgrdx Manager not matched · Other | $1.3M | 4.0% |
| Magjx Manager not matched · Other | $1.3M | 3.9% |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.