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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUTIY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,983 |
Filed as: UNITED PLANNER'S FINANCIAL SERVICES Service code 27 7333 E DOUBLETREE RANCH · SCOTTSDALE, AZ 85258 | Advisory (Plan) | $32,460 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,209 |
17 funds hold $25.2M of the plan's $26.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $15.1M | 59.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 13.5% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $1.1M | 4.3% |
| Vanguard Funds Wellington · Mutual fund | $809K | 3.2% |
| State Street S&P Midcap Indx SL CL % State Street (SSgA) · Collective trust Index | $756K | 3.0% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $714K | 2.8% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $608K | 2.4% |
| State Street Russell Small Cap State Street (SSgA) · Mutual fund | $550K | 2.2% |
| American Funds Capital Group · Mutual fund | $538K | 2.1% |
| or Similar Party Par or Maturity Value Manager not matched · Mutual fund | $501K | 2.0% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.