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, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,932 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $15,040 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $491 |
6 funds of $250K or more; 27 lines in all, holding $3.9M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1ACHINI Manager not matched · Other | $903K | 23.2% |
| 1ACH40I Manager not matched · Other | $568K | 14.6% |
| 1ACH65I Manager not matched · Other | $417K | 10.7% |
| 1ACH50I Manager not matched · Other | $413K | 10.6% |
| 1ACH55I Manager not matched · Other | $318K | 8.2% |
| 1WTEQR Manager not matched · Other | $264K | 6.8% |
| 1ACH45I Manager not matched · Other | $221K | 5.7% |
| 1ACH35I Manager not matched · Other | $173K | 4.5% |
| 1ACH60I Manager not matched · Other | $126K | 3.2% |
| 1AMDEC1 Manager not matched · Other | $95K | 2.4% |
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.
Employer contribution per participant 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.