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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,610 |
Service code 27 2050 MAIN ST SUITE 510 · IRVINE, CA 92614 | Advisory (Plan) | $45,543 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,747 |
5 funds of $250K or more; 7 lines in all, holding $7.9M of the plan's $7.8M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Net Increase in Net Assets Available for Benefits Manager not matched · Other | $3.2M | 41.0% |
| Net Assets Available for Benefits, Beginning of Year Manager not matched · Other | $1.6M | 20.6% |
| Participant Manager not matched · Other | $1.2M | 15.8% |
| Rollover Manager not matched · Other | $1.1M | 13.4% |
| Contribution Income Employer Manager not matched · Other | $543K | 6.9% |
| Deductions From Net Assets Attributed To: Benefits paid to participants Manager not matched · Other | $160K | 2.0% |
| Administrative expenses Manager not matched · Other | $22K | 0.3% |
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.
Employer contribution per participant 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.
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.