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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,806 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,083 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,735 |
6 funds of $250K or more; 17 lines in all, holding $7.7M of the plan's $7.7M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 8 vintages | $6.1M | 78.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $920K | 12.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $201K | 2.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $111K | 1.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $64K | 0.8% |
| Fixed Annuity EI Fixed Account - Series Class VI Manager not matched · Insurance contract | $60K | 0.8% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $50K | 0.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $45K | 0.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $41K | 0.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $36K | 0.5% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.