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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,236 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $4,759 |
7 funds of $250K or more; 18 lines in all, holding $4.9M of the plan's $5.0M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Income Fund Manager not matched · Insurance contract | $1.3M | 27.4% |
| Large Cap Growth / JP Morgan Invst Mgmt JPMorgan · Collective trust | $703K | 14.3% |
| Prudential Core Plus Bond Fund Prudential (PGIM) · Collective trust | $427K | 8.7% |
| American Mutual Fund Class R-6 Capital Group · Mutual fund | $387K | 7.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $376K | 7.6% |
| Capital Group Europacific Growth Capital Group · Collective trust | $349K | 7.1% |
| Day One IncomeFlex Target Balanced Manager not matched · Collective trust | $322K | 6.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $216K | 4.4% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $214K | 4.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $149K | 3.0% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.