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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,465 |
OSAIC WEALTH INC1+ years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $11,404 |
Service code 99 4260 CAHABA HEIGHTS COURT · BIRMINGHAM, AL 35243 | Other Fees | $4,507 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,393 |
4 funds of $250K or more; 23 lines in all, holding $3.6M of the plan's $3.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1ISM351 Manager not matched · Other | $927K | 25.5% |
| 1ISM451 Manager not matched · Other | $774K | 21.3% |
| Ifxaix Manager not matched · Other | $317K | 8.7% |
| 1ismss5i Manager not matched · Other | $313K | 8.6% |
| 1GWAQ30 Manager not matched · Other | $175K | 4.8% |
| Ifspsx Manager not matched · Other | $139K | 3.8% |
| Ifsmdx Manager not matched · Other | $132K | 3.6% |
| Ifxnax Manager not matched · Other | $123K | 3.4% |
| Irbfgx Manager not matched · Other | $122K | 3.4% |
| 1ism6s5i Manager not matched · Other | $122K | 3.3% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.