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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,916 |
KESTRA FINANCIAL4 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 55 5707 SOUTHWEST PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $27,671 |
Service code 13 12276 SAN JOSE BLVD · JACSONVILLE, FL 32223 | Contract Administrator | $20,732 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,160 |
16 funds of $250K or more; 17 lines in all, holding $16.2M of the plan's $15.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $8.1M | 50.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 11.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 7.3% |
| American Funds 203 5 Target Date Retire R6 Capital Group · Mutual fund | $1.2M | 7.3% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $1.1M | 7.1% |
| JPMorgan Large Cap Growth Fund Class I JPMorgan · Insurance contract | $935K | 5.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $499K | 3.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $328K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $273K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $219K | 1.4% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.