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 |
|---|---|---|
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 | $122,695 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,261 |
7 funds of $250K or more; 20 lines in all, holding $3.8M of the plan's $4.7M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Columbia Emerging Markets Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $410K | 10.7% |
| Principal Equity Income A Principal · Mutual fund Possible retail class A | $393K | 10.2% |
| Janus Henderson Forty Fund Class A Janus Henderson · Mutual fund Possible retail class A | $372K | 9.7% |
| MFS Research Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $364K | 9.5% |
| Janus Henderson Global Equity Income Fund Class A Janus Henderson · Mutual fund Possible retail class A | $346K | 9.0% |
| MFS International Growth Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $312K | 8.1% |
| MFS International Diversification Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $312K | 8.1% |
| Allspring Mid Cap Growth Fund Class A Allspring · Mutual fund Possible retail class A | $182K | 4.8% |
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $168K | 4.4% |
| Janus Henderson Mid Cap Value Fund Class A Janus Henderson · Mutual fund Possible retail class A | $167K | 4.4% |
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.
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.