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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
28 funds of $250K or more; 34 lines in all, holding $49.0M of the plan's $49.8M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| MassMutual S&P 500 Index2 MassMutual · Mutual fund Index | $7.0M | 14.4% |
| T. Rowe Price Retirement 20401 T. Rowe Price · Mutual fund | $5.5M | 11.2% |
| MassMutual Blue Chip Growth2 MassMutual · Mutual fund | $3.7M | 7.5% |
| T. Rowe Price Retirement 20301 T. Rowe Price · Mutual fund | $3.2M | 6.6% |
| American Century Ultra2 American Century · Other | $2.7M | 5.6% |
| Empower Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $2.2M | 4.5% |
| American Funds Capital World Gr & Inc 4 Capital Group · Mutual fund | $2.2M | 4.4% |
| T. Rowe Price Retirement 20501 T. Rowe Price · Mutual fund | $2.0M | 4.1% |
| T. Rowe Price Retirement 20451 T. Rowe Price · Mutual fund | $1.8M | 3.8% |
| Empower Mutual Funds Invesco · Mutual fund | $1.8M | 3.6% |
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.
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.