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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 30918 · BILLINGS, MT 59116 | Advisory (Plan) | $20,580 |
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 | $0 |
10 funds of $250K or more; 15 lines in all, holding $4.9M of the plan's $5.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 11 vintages | $3.7M | 74.7% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $359K | 7.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $304K | 6.2% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $161K | 3.3% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $156K | 3.2% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $103K | 2.1% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $91K | 1.8% |
| The Hartford International Opportunities Fund Hartford Funds · Mutual fund | $35K | 0.7% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $14K | 0.3% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $12K | 0.2% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.