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| 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 | $19,801 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,759 |
3 funds of $250K or more; 13 lines in all, holding $2.3M of the plan's $2.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $1.5M | 65.0% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $191K | 8.4% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $92K | 4.1% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $86K | 3.8% |
| New World Fund Inc Capital Group · Mutual fund | $80K | 3.6% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $79K | 3.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $74K | 3.3% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $38K | 1.7% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $35K | 1.6% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $34K | 1.5% |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.