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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
14 funds of $250K or more; 24 lines in all, holding $20.6M of the plan's $20.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Capital Appreciation Retirement Harbor Capital · Other | $9.0M | 43.8% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $3.6M | 17.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2.2M | 10.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $782K | 3.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $725K | 3.5% |
| MFS Value Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $504K | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $494K | 2.4% |
| Goldman Sachs Stable Value Collective Trust Goldman Sachs · Stable value Stable value | $490K | 2.4% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $420K | 2.0% |
| Mid Cap Growth Institutional Manager not matched · Other | $349K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 61,314 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.
Annual investment return is in the bottom quintile of the peer cohort.
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.