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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $41,877 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,125 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,733 |
11 funds of $250K or more; 12 lines in all, holding $7.5M of the plan's $7.7M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $2.7M | 36.0% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.7M | 22.6% |
| iShares MSCI Total International Index Fund Class K Shares BlackRock · ETF Index | $670K | 8.9% |
| iShares Rusell Mid-Cap Index K BlackRock · ETF Index | $607K | 8.0% |
| iShares Russell 2000 Small-Cap Index Fund Class K BlackRock · ETF Index | $436K | 5.8% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $419K | 5.6% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $353K | 4.7% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $185K | 2.5% |
| Emerging Markets Equity Index Fund Northern Trust · Mutual fund Index | $182K | 2.4% |
| Real Estate Securities Fund Institutional Class Principal · Mutual fund | $100K | 1.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.