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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,765 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $28,631 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,645 |
12 funds of $250K or more; 25 lines in all, holding $8.7M of the plan's $9.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $3.5M | 39.9% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $917K | 10.5% |
| Investments held by Empower Trust Company, LLC Guaranteed interest account: Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $547K | 6.3% |
| Janus Henderson Balanced Fund Class N Janus Henderson · Mutual fund | $541K | 6.2% |
| Invesco Global Fund Class R6 Invesco · Mutual fund | $459K | 5.3% |
| Putnam Large Cap Growth Fund Class R6 Franklin Templeton · Mutual fund | $453K | 5.2% |
| Allspring Core Plus Bond Fund Class R6 Allspring · Mutual fund | $335K | 3.8% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $273K | 3.1% |
| THE Hartford Balanced Income Fund Class R6 Hartford Funds · Mutual fund | $260K | 3.0% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $192K | 2.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return 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.