Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $22,549 |
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 | $21,402 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,109 |
13 funds of $250K or more; 32 lines in all, holding $12.3M of the plan's $12.7M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1BSPIX Manager not matched · Other | $3.4M | 27.4% |
| 1LIJKX Manager not matched · Other | $1.4M | 11.6% |
| Ceyix Manager not matched · Other | $903K | 7.3% |
| 1LIRKX Manager not matched · Other | $702K | 5.7% |
| Mditx Manager not matched · Other | $635K | 5.2% |
| 1GWAQ35 Manager not matched · Other | $625K | 5.1% |
| Jtaix Manager not matched · Other | $521K | 4.2% |
| Jbalx Manager not matched · Other | $481K | 3.9% |
| 1MASKX Manager not matched · Other | $451K | 3.7% |
| 1BRMKX Manager not matched · Other | $422K | 3.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.