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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,558 |
15 funds of $250K or more; 18 lines in all, holding $23.0M of the plan's $23.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $14.9M | 64.7% |
| BlackRock Russell BlackRock · Mutual fund | $2.1M | 8.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 7.0% |
| Blackrock MSCI ACWI Ex-U.S. Index Fund R BlackRock · Collective trust Index | $1.3M | 5.8% |
| Fixed Income Allocation I1 Manager not matched · Collective trust | $702K | 3.0% |
| JP Morgan Investment Management - Large Cap Growth JPMorgan · Other | $493K | 2.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $361K | 1.6% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $272K | 1.2% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund | $219K | 1.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $209K | 0.9% |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.